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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 | $243,594 | $111,785+117.9% | $93,669+160.1% | $145,877+67.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.46% | 203.79%-185.3pp | 133.59%-115.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,422 | $4,919+10.2% | $4,416+22.8% | $6,691-19.0% |
| Admin fee / account holder | $1,083 | $10,256-89.4% | $8,291-86.9% | $13,402-91.9% |