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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 | $221,003 | $202,345+9.2% | $172,755+27.9% | $152,885+44.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 21.78% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $1,139 | $5,858-80.6% | $5,144-77.9% | $4,763-76.1% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $14,442 | $17,111-15.6% | $13,955+3.5% | $11,598+24.5% |