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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 | $113,100 | $102,393+10.5% | $147,041-23.1% | $80,911+39.8% |
| Participation rate | 60.9% | 75.9%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 16.78% | 134.95%-118.2pp | 419.21%-402.4pp | 35.63%-18.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,972 | $6,647-10.1% | $8,071-26.0% | $4,297+39.0% |
| Admin fee / account holder | $2,183 | $7,943-72.5% | $13,006-83.2% | $6,935-68.5% |