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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 | $106,127 | $102,393+3.6% | $147,041-27.8% | $80,911+31.2% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 18.69% | 134.95%-116.3pp | 419.21%-400.5pp | 35.63%-16.9pp |
| Employer contribution / active EE | $479 | $3,715-87.1% | $4,935-90.3% | $2,756-82.6% |
| Participant deferral / active EE | $6,248 | $6,647-6.0% | $8,071-22.6% | $4,297+45.4% |
| Admin fee / account holder | $8,908 | $7,943+12.1% | $13,006-31.5% | $6,935+28.5% |