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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 | $125,065 | $115,796+8.0% | $101,264+23.5% | $158,950-21.3% |
| Participation rate | 65.2% | 79.4%-14.2pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 14.33% | 56.15%-41.8pp | 46.48%-32.1pp | 302.91%-288.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,148 | $4,958-36.5% | $4,370-28.0% | $5,983-47.4% |
| Admin fee / account holder | $3,058 | $7,247-57.8% | $5,947-48.6% | $11,248-72.8% |