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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 | $163,012 | $102,663+58.8% | $86,216+89.1% | $139,466+16.9% |
| Participation rate | 65.0% | 74.5%-9.5pp | 69.0%-4.0pp | 80.3%-15.3pp |
| Annual return | 10.95% | 1924.52%-1913.6pp | 1169.42%-1158.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,653 | $4,677-64.7% | $3,986-58.5% | $6,712-75.4% |
| Admin fee / account holder | $21,806 | $8,663+151.7% | $6,853+218.2% | $11,409+91.1% |