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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 | $74,560 | $60,119+24.0% | $90,430-17.5% | $79,858-6.6% |
| Participation rate | 67.6% | 65.0%+2.7pp | 72.7%-5.0pp | 69.6%-2.0pp |
| Annual return | 17.15% | 71.94%-54.8pp | 1293.73%-1276.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,454 | $2,938+119.7% | $3,963+62.9% | $3,740+72.6% |
| Admin fee / account holder | $790 | $3,976-80.1% | $5,613-85.9% | $5,306-85.1% |