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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,758 | $150,447+75.3% | $136,298+93.5% | $147,586+78.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 21.18% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $732 | $5,256-86.1% | $4,696-84.4% | $4,876-85.0% |
| Participant deferral / active EE | $4,270 | $6,631-35.6% | $6,247-31.7% | $5,439-21.5% |
| Admin fee / account holder | $598 | $10,906-94.5% | $9,244-93.5% | $10,886-94.5% |