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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 | $125,591 | $202,345-37.9% | $172,755-27.3% | $152,885-17.9% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 19.95% | 1029.77%-1009.8pp | 802.94%-783.0pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,400 | $5,948-59.7% | $5,198-53.8% | $5,851-59.0% |
| Admin fee / account holder | $111,305 | $17,111+550.5% | $13,955+697.6% | $11,598+859.7% |