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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 | $85,850 | $90,530-5.2% | $76,030+12.9% | $145,897-41.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 16.39% | 625.08%-608.7pp | 361.54%-345.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,518 | $5,164+45.6% | $4,257+76.6% | $6,689+12.4% |
| Admin fee / account holder | $785 | $8,383-90.6% | $6,421-87.8% | $13,390-94.1% |