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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 | $108,263 | $106,923+1.3% | $84,023+28.8% | $152,909-29.2% |
| Participation rate | 47.4% | 75.3%-27.9pp | 69.0%-21.7pp | 82.5%-35.1pp |
| Annual return | 23.95% | 105.02%-81.1pp | 71.32%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,916 | $4,013+22.5% | $3,239+51.8% | $5,851-16.0% |
| Admin fee / account holder | $12,147 | $8,289+46.5% | $6,102+99.1% | $11,601+4.7% |