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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 | $211,666 | $226,090-6.4% | $182,531+16.0% | $152,885+38.4% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.5%-29.1pp |
| Annual return | 20.03% | 192.57%-172.5pp | 148.57%-128.5pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,130 | $6,369-3.8% | $5,525+10.9% | $5,851+4.8% |
| Admin fee / account holder | $745 | $10,705-93.0% | $8,593-91.3% | $11,598-93.6% |