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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 | $177,853 | $150,447+18.2% | $136,298+30.5% | $147,586+20.5% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 14.45% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $91 | $5,256-98.3% | $4,696-98.1% | $4,876-98.1% |
| Participant deferral / active EE | $7,930 | $6,631+19.6% | $6,247+26.9% | $5,439+45.8% |
| Admin fee / account holder | $39,845 | $10,906+265.3% | $9,244+331.0% | $10,886+266.0% |