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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 | $102,584 | $97,732+5.0% | $83,831+22.4% | $135,380-24.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.27% | 1287.56%-1296.8pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $484 | $4,222-88.5% | $3,631-86.7% | $4,779-89.9% |
| Participant deferral / active EE | $2,976 | $4,683-36.5% | $4,082-27.1% | $5,609-46.9% |
| Admin fee / account holder | $1,435 | $6,675-78.5% | $5,479-73.8% | $10,828-86.7% |