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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 | $107,778 | $88,778+21.4% | $81,844+31.7% | $145,884-26.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.46% | 1033.03%-1017.6pp | 778.87%-763.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,502 | $4,648+125.9% | $4,323+142.9% | $6,690+57.0% |
| Admin fee / account holder | $593 | $8,430-93.0% | $7,355-91.9% | $13,392-95.6% |