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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 | $120,936 | $114,073+6.0% | $96,161+25.8% | $167,518-27.8% |
| Participation rate | 42.1% | 75.1%-33.0pp | 68.4%-26.3pp | 82.1%-40.0pp |
| Annual return | 10.95% | 189.95%-179.0pp | 192.01%-181.1pp | 478.71%-467.8pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,208 | $5,195-76.7% | $4,349-72.2% | $6,342-81.0% |
| Admin fee / account holder | $16,345 | $6,899+136.9% | $5,538+195.1% | $12,312+32.7% |