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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 | $97,546 | $197,625-50.6% | $177,840-45.1% | $158,966-38.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 101.71% | 58.76%+42.9pp | 48.32%+53.4pp | 302.95%-201.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,442 | $8,405+24.2% | $7,714+35.4% | $5,983+74.5% |
| Admin fee / account holder | $54,632 | $15,405+254.6% | $12,431+339.5% | $11,250+385.6% |