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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 | $116,407 | $88,702+31.2% | $81,780+42.3% | $145,978-20.3% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 12.46% | 1029.12%-1016.7pp | 776.27%-763.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,233 | $4,645-8.9% | $4,321-2.0% | $6,690-36.7% |
| Admin fee / account holder | $10,955 | $8,414+30.2% | $7,384+48.4% | $13,400-18.2% |