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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 | $106,435 | $91,536+16.3% | $130,062-18.2% | $75,177+41.6% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 15.10% | -631.62%+646.7pp | -137.37%+152.5pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,922 | $4,343+59.4% | $5,821+18.9% | $4,126+67.7% |
| Admin fee / account holder | $16,240 | $6,780+139.5% | $10,601+53.2% | $5,651+187.4% |