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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 | $82,204 | $65,575+25.4% | $86,209-4.6% | $75,181+9.3% |
| Participation rate | 57.8% | 60.5%-2.7pp | 69.0%-11.2pp | 67.2%-9.4pp |
| Annual return | 13.43% | 46.07%-32.6pp | 1169.05%-1155.6pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,343 | $3,023+43.7% | $3,986+9.0% | $4,126+5.3% |
| Admin fee / account holder | $10,173 | $5,470+86.0% | $6,853+48.5% | $5,650+80.1% |