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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 | $151,847 | $150,447+0.9% | $136,298+11.4% | $147,586+2.9% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 35.02% | 1049.15%-1014.1pp | 5156.27%-5121.3pp | 578.59%-543.6pp |
| Employer contribution / active EE | $369 | $5,256-93.0% | $4,696-92.1% | $4,876-92.4% |
| Participant deferral / active EE | $6,993 | $6,631+5.5% | $6,247+11.9% | $5,439+28.6% |
| Admin fee / account holder | $6,072 | $10,906-44.3% | $9,244-34.3% | $10,886-44.2% |