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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 | $97,716 | $72,465+34.8% | $67,575+44.6% | $145,884-33.0% |
| Participation rate | 52.9% | 76.9%-23.9pp | 72.9%-20.0pp | 80.3%-27.4pp |
| Annual return | 9.31% | 7222.56%-7213.3pp | 3528.98%-3519.7pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,144 | $4,786+49.3% | $4,003+78.4% | $6,690+6.8% |
| Admin fee / account holder | $4,181 | $5,515-24.2% | $3,993+4.7% | $13,392-68.8% |