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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 | $107,150 | $100,911+6.2% | $90,440+18.5% | $158,966-32.6% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 17.02% | 1726.62%-1709.6pp | 1294.38%-1277.4pp | 302.95%-285.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,548 | $4,348-18.4% | $3,964-10.5% | $5,983-40.7% |
| Admin fee / account holder | $93,427 | $6,507+1335.7% | $5,615+1563.9% | $11,250+730.5% |