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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 | $200,520 | $124,187+61.5% | $108,410+85.0% | $167,518+19.7% |
| Participation rate | 37.5% | 82.3%-44.8pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 14.52% | 1379.80%-1365.3pp | 905.34%-890.8pp | 478.71%-464.2pp |
| Employer contribution / active EE | $464 | $4,187-88.9% | $3,558-87.0% | $4,838-90.4% |
| Participant deferral / active EE | $3,595 | $6,908-48.0% | $6,562-45.2% | $6,342-43.3% |
| Admin fee / account holder | $11,499 | $9,456+21.6% | $7,296+57.6% | $12,312-6.6% |