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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 | $109,381 | $100,060+9.3% | $149,721-26.9% | $70,126+56.0% |
| Participation rate | 20.6% | 83.6%-63.0pp | 87.1%-66.5pp | 69.5%-49.0pp |
| Annual return | 198.60% | 27.46%+171.1pp | 1501.67%-1303.1pp | 73.15%+125.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,403 | $4,982-31.7% | $6,568-48.2% | $3,332+2.1% |
| Admin fee / account holder | $8,709 | $8,285+5.1% | $11,282-22.8% | $4,645+87.5% |