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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 | $85,806 | $57,305+49.7% | $86,640-1.0% | $75,173+14.1% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 15.60% | 2674.24%-2658.6pp | 592.52%-576.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,881 | $3,320-13.2% | $4,438-35.1% | $4,126-30.2% |
| Admin fee / account holder | $477 | $4,116-88.4% | $5,616-91.5% | $5,651-91.6% |