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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 | $233,121 | $154,159+51.2% | $130,026+79.3% | $139,456+67.2% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.5%-58.5pp | 80.3%-60.3pp |
| Annual return | 177.23% | 32.50%+144.7pp | -137.26%+314.5pp | 373.45%-196.2pp |
| Employer contribution / active EE | $666 | $5,292-87.4% | $4,321-84.6% | $4,753-86.0% |
| Participant deferral / active EE | $2,113 | $6,710-68.5% | $5,821-63.7% | $6,711-68.5% |
| Admin fee / account holder | $39,634 | $14,001+183.1% | $10,608+273.6% | $11,407+247.5% |