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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 | $154,679 | $88,778+74.2% | $81,844+89.0% | $145,884+6.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.83% | 1033.03%-1013.2pp | 778.87%-759.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $14 | $3,087-99.6% | $2,916-99.5% | $4,662-99.7% |
| Participant deferral / active EE | $3,358 | $4,648-27.8% | $4,323-22.3% | $6,690-49.8% |
| Admin fee / account holder | $17,385 | $8,430+106.2% | $7,355+136.4% | $13,392+29.8% |