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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 | $120,262 | $106,008+13.4% | $92,240+30.4% | $147,586-18.5% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 16.43% | 50.05%-33.6pp | 176.29%-159.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,790 | $4,478-37.7% | $3,897-28.4% | $5,439-48.7% |
| Admin fee / account holder | $1,881 | $6,333-70.3% | $5,194-63.8% | $10,886-82.7% |