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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 | $95,573 | $65,423+46.1% | $98,477-2.9% | $85,856+11.3% |
| Participation rate | 51.8% | 65.0%-13.2pp | 73.3%-21.6pp | 69.3%-17.5pp |
| Annual return | 14.84% | 21.76%-6.9pp | 1493.59%-1478.8pp | 318.58%-303.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,456 | $3,167+9.1% | $4,276-19.2% | $3,952-12.6% |
| Admin fee / account holder | $5,456 | $4,594+18.8% | $5,951-8.3% | $6,261-12.9% |