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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 | $142,587 | $102,382+39.3% | $147,005-3.0% | $80,874+76.3% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 12.89% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,685 | $6,646+15.6% | $8,070-4.8% | $4,297+78.9% |
| Admin fee / account holder | $6,889 | $7,942-13.3% | $13,006-47.0% | $6,935-0.7% |