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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 | $194,259 | $107,944+80.0% | $91,994+111.2% | $152,885+27.1% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.5pp |
| Annual return | 127.32% | 89.26%+38.1pp | 69.03%+58.3pp | 345.39%-218.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,641 | $6,365-11.4% | $5,923-4.8% | $5,851-3.6% |
| Admin fee / account holder | $1,529 | $10,521-85.5% | $7,743-80.3% | $11,598-86.8% |