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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 | $109,329 | $100,203+9.1% | $85,240+28.3% | $145,897-25.1% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 9.66% | 84.28%-74.6pp | 66.75%-57.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,926 | $5,299-25.9% | $4,527-13.3% | $6,689-41.3% |
| Admin fee / account holder | $11,009 | $7,265+51.5% | $6,165+78.6% | $13,390-17.8% |