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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 | $132,672 | $102,393+29.6% | $147,041-9.8% | $80,911+64.0% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 14.05% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,672 | $6,647+120.7% | $8,071+81.8% | $4,297+241.4% |
| Admin fee / account holder | $22,503 | $7,943+183.3% | $13,006+73.0% | $6,935+224.5% |