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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 | $39,885 | $57,312-30.4% | $86,617-54.0% | $75,181-46.9% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 15.46% | 2672.78%-2657.3pp | 591.91%-576.5pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,890 | $3,319+17.2% | $4,437-12.3% | $4,126-5.7% |
| Admin fee / account holder | $659 | $4,114-84.0% | $5,613-88.3% | $5,650-88.3% |