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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 | $221,575 | $202,342+9.5% | $172,753+28.3% | $152,909+44.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.04% | 1029.88%-1011.8pp | 803.00%-785.0pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,052 | $5,857-82.0% | $5,144-79.6% | $4,764-77.9% |
| Participant deferral / active EE | $4,178 | $5,948-29.8% | $5,198-19.6% | $5,851-28.6% |
| Admin fee / account holder | $22,691 | $17,112+32.6% | $13,956+62.6% | $11,601+95.6% |