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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 | $109,410 | $106,905+2.3% | $84,020+30.2% | $152,885-28.4% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.5%-50.6pp |
| Annual return | 24.18% | 105.00%-80.8pp | 71.31%-47.1pp | 345.39%-321.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,528 | $4,012-61.9% | $3,239-52.8% | $5,851-73.9% |
| Admin fee / account holder | $11,474 | $8,287+38.5% | $6,101+88.1% | $11,598-1.1% |