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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 | $112,109 | $106,003+5.8% | $92,236+21.5% | $147,585-24.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 15.79% | 50.05%-34.3pp | 176.29%-160.5pp | 578.57%-562.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,000 | $4,478+56.3% | $3,897+79.6% | $5,439+28.7% |
| Admin fee / account holder | $1,122 | $6,333-82.3% | $5,194-78.4% | $10,885-89.7% |