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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 | $106,918+2.3% | $84,021+30.2% | $152,897-28.4% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.5%-50.6pp |
| Annual return | 24.18% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,528 | $4,012-61.9% | $3,239-52.8% | $5,851-73.9% |
| Admin fee / account holder | $11,474 | $8,288+38.4% | $6,102+88.0% | $11,599-1.1% |