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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 | $204,508 | $154,159+32.7% | $130,026+57.3% | $139,456+46.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 96.34% | 32.50%+63.8pp | -137.26%+233.6pp | 373.45%-277.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,814 | $6,710+76.1% | $5,821+103.0% | $6,711+76.0% |
| Admin fee / account holder | $2,252 | $14,001-83.9% | $10,608-78.8% | $11,407-80.3% |