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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 | $86,957 | $58,234+49.3% | $81,783+6.3% | $80,874+7.5% |
| Participation rate | 65.0% | 63.4%+1.6pp | 72.4%-7.4pp | 67.6%-2.6pp |
| Annual return | 10.80% | 41.70%-30.9pp | 775.05%-764.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,843 | $3,283+47.5% | $4,320+12.1% | $4,297+12.7% |
| Admin fee / account holder | $575 | $4,982-88.5% | $7,380-92.2% | $6,935-91.7% |