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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,516 | $150,442+3.4% | $136,295+14.1% | $147,585+5.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 14.08% | 1049.09%-1035.0pp | 5155.97%-5141.9pp | 578.56%-564.5pp |
| Employer contribution / active EE | $564 | $5,256-89.3% | $4,695-88.0% | $4,876-88.4% |
| Participant deferral / active EE | $4,147 | $6,630-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $9,834 | $10,905-9.8% | $9,243+6.4% | $10,885-9.7% |