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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 | $115,012 | $185,225-37.9% | $142,898-19.5% | $167,553-31.4% |
| Participation rate | 25.0% | 78.5%-53.5pp | 72.0%-47.0pp | 82.1%-57.1pp |
| Annual return | 32.26% | 8558.12%-8525.9pp | 5639.64%-5607.4pp | 478.89%-446.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,930 | $4,496+9.7% | $3,838+28.4% | $6,343-22.3% |
| Admin fee / account holder | $549 | $8,032-93.2% | $6,560-91.6% | $12,316-95.5% |