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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 | $111,023 | $118,708-6.5% | $98,920+12.2% | $158,982-30.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 6.26% | 372.49%-366.2pp | 196.47%-190.2pp | 302.99%-296.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,328 | $5,089+24.3% | $4,245+49.1% | $5,983+5.7% |
| Admin fee / account holder | $22,014 | $10,134+117.2% | $6,643+231.4% | $11,252+95.7% |