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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 | $150,971 | $171,867-12.2% | $149,716+0.8% | $147,585+2.3% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 26.50% | 2113.36%-2086.9pp | 1501.67%-1475.2pp | 578.58%-552.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,649 | $7,270+46.5% | $6,568+62.1% | $5,439+95.8% |
| Admin fee / account holder | $5,938 | $13,799-57.0% | $11,282-47.4% | $10,886-45.5% |