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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 | $122,270 | $96,643+26.5% | $86,617+41.2% | $139,456-12.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.97% | 106.57%-83.6pp | 591.91%-568.9pp | 373.45%-350.5pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,666 | $4,835+37.9% | $4,437+50.2% | $6,711-0.7% |
| Admin fee / account holder | $988 | $6,406-84.6% | $5,613-82.4% | $11,407-91.3% |