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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 | $230,560 | $176,688+30.5% | $130,660+76.5% | $152,909+50.8% |
| Participation rate | 36.8% | 79.0%-42.1pp | 71.7%-34.9pp | 82.5%-45.6pp |
| Annual return | 18.18% | 2693.08%-2674.9pp | 1709.29%-1691.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,220 | $4,362+111.4% | $3,603+155.9% | $5,851+57.6% |
| Admin fee / account holder | $64,285 | $7,131+801.5% | $5,463+1076.7% | $11,601+454.1% |