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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 | $235,702 | $150,446+56.7% | $136,297+72.9% | $147,585+59.7% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 18.26% | 1049.14%-1030.9pp | 5156.19%-5137.9pp | 578.58%-560.3pp |
| Employer contribution / active EE | $206 | $5,256-96.1% | $4,696-95.6% | $4,876-95.8% |
| Participant deferral / active EE | $7,096 | $6,631+7.0% | $6,247+13.6% | $5,439+30.5% |
| Admin fee / account holder | $17,484 | $10,906+60.3% | $9,244+89.1% | $10,886+60.6% |