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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 | $113,306 | $150,447-24.7% | $136,298-16.9% | $147,586-23.2% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $708 | $5,256-86.5% | $4,696-84.9% | $4,876-85.5% |
| Participant deferral / active EE | $8,707 | $6,631+31.3% | $6,247+39.4% | $5,439+60.1% |
| Admin fee / account holder | $10,241 | $10,906-6.1% | $9,244+10.8% | $10,886-5.9% |