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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 | $124,831 | $99,053+26.0% | $88,179+41.6% | $138,895-10.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 282.69% | 78.17%+204.5pp | 64.97%+217.7pp | 145.39%+137.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,291 | $5,225-17.9% | $4,614-7.0% | $6,396-32.9% |
| Admin fee / account holder | $12,560 | $8,748+43.6% | $7,673+63.7% | $12,5620% |