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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 | $97,503 | $68,097+43.2% | $62,929+54.9% | $137,256-29.0% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 13.14% | 1859.11%-1846.0pp | 1063.93%-1050.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,226 | $4,553-7.2% | $3,888+8.7% | $6,407-34.0% |
| Admin fee / account holder | $857 | $6,521-86.9% | $5,065-83.1% | $12,270-93.0% |