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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 | $113,340 | $65,555+72.9% | $86,216+31.5% | $75,173+50.8% |
| Participation rate | 33.8% | 60.5%-26.7pp | 69.0%-35.2pp | 67.2%-33.4pp |
| Annual return | 18.30% | 46.07%-27.8pp | 1169.42%-1151.1pp | 160.72%-142.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,844 | $3,023-5.9% | $3,986-28.7% | $4,126-31.1% |
| Admin fee / account holder | $3,867 | $5,469-29.3% | $6,853-43.6% | $5,651-31.6% |