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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 | $155,221 | $138,102+12.4% | $125,381+23.8% | $134,532+15.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 1203.49% | 750.73%+452.8pp | 572.31%+631.2pp | 418.27%+785.2pp |
| Employer contribution / active EE | $354 | $5,245-93.2% | $4,815-92.6% | $4,741-92.5% |
| Participant deferral / active EE | $4,513 | $7,801-42.1% | $7,448-39.4% | $6,401-29.5% |
| Admin fee / account holder | $625 | $11,568-94.6% | $10,007-93.8% | $11,429-94.5% |