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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 | $232,271 | $102,663+126.2% | $86,216+169.4% | $139,466+66.5% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 22.81% | 1924.52%-1901.7pp | 1169.42%-1146.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,158 | $4,677+10.3% | $3,986+29.4% | $6,712-23.2% |
| Admin fee / account holder | $1,248 | $8,663-85.6% | $6,853-81.8% | $11,409-89.1% |