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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 | $154,309 | $150,447+2.6% | $136,298+13.2% | $147,586+4.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 23.46% | 1049.15%-1025.7pp | 5156.27%-5132.8pp | 578.59%-555.1pp |
| Employer contribution / active EE | $587 | $5,256-88.8% | $4,696-87.5% | $4,876-88.0% |
| Participant deferral / active EE | $4,077 | $6,631-38.5% | $6,247-34.7% | $5,439-25.0% |
| Admin fee / account holder | $6,264 | $10,906-42.6% | $9,244-32.2% | $10,886-42.5% |