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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 | $126,835 | $103,038+23.1% | $90,324+40.4% | $152,909-17.1% |
| Participation rate | 64.7% | 75.9%-11.2pp | 73.3%-8.6pp | 82.5%-17.7pp |
| Annual return | 26.45% | 95.25%-68.8pp | 78.15%-51.7pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,083 | $4,282+112.1% | $3,885+133.8% | $5,851+55.2% |
| Admin fee / account holder | $27,735 | $6,177+349.0% | $5,356+417.9% | $11,601+139.1% |