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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 | $151,050 | $60,119+151.3% | $90,430+67.0% | $79,858+89.1% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 17.26% | 71.94%-54.7pp | 1293.73%-1276.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,318 | $2,938+115.1% | $3,963+59.4% | $3,740+68.9% |
| Admin fee / account holder | $22,053 | $3,976+454.6% | $5,613+292.9% | $5,306+315.6% |