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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 | $136,959 | $48,570+182.0% | $130,660+4.8% | $72,975+87.7% |
| Participation rate | 68.8% | 58.6%+10.2pp | 71.7%-3.0pp | 69.5%-0.7pp |
| Annual return | 26.11% | 38.63%-12.5pp | 1709.29%-1683.2pp | 81.01%-54.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,974 | $2,384-17.2% | $3,603-45.2% | $3,608-45.3% |
| Admin fee / account holder | $2,939 | $3,549-17.2% | $5,463-46.2% | $5,124-42.6% |