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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $247,136 | $160,040+54.4% | $147,096+68.0% | $145,877+69.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.10% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $25,301 | $5,289+378.3% | $4,936+412.6% | $4,663+442.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,212 | $15,050-65.4% | $13,005-59.9% | $13,402-61.1% |