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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 | $92,991 | $96,691-3.8% | $86,656+7.3% | $139,487-33.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 21.52% | 106.87%-85.3pp | 593.09%-571.6pp | 373.84%-352.3pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,244 | $4,838+91.1% | $4,439+108.2% | $6,713+37.7% |
| Admin fee / account holder | $7,149 | $6,414+11.4% | $5,619+27.2% | $11,407-37.3% |