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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 | $103,019 | $100,938+2.1% | $90,461+13.9% | $158,982-35.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 11.83% | 1727.20%-1715.4pp | 1294.76%-1282.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,449 | $4,350+48.3% | $3,964+62.7% | $5,983+7.8% |
| Admin fee / account holder | $14,660 | $6,510+125.2% | $5,617+161.0% | $11,252+30.3% |