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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 | $239,822 | $124,175+93.1% | $108,405+121.2% | $167,553+43.1% |
| Participation rate | 68.8% | 82.3%-13.5pp | 80.1%-11.4pp | 82.1%-13.4pp |
| Annual return | 20.00% | 1380.13%-1360.1pp | 905.55%-885.5pp | 478.89%-458.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,233 | $6,908-9.8% | $6,563-5.0% | $6,343-1.7% |
| Admin fee / account holder | $6,901 | $9,457-27.0% | $7,297-5.4% | $12,316-44.0% |