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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 | $190,491 | $180,749+5.4% | $160,784+18.5% | $137,256+38.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 11.70% | 2234.46%-2222.8pp | 1803.92%-1792.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $939 | $10,397-91.0% | $9,717-90.3% | $12,270-92.3% |