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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 | $108,979 | $98,766+10.3% | $149,730-27.2% | $79,852+36.5% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.1pp |
| Annual return | 59.11% | 27.43%+31.7pp | 276.70%-217.6pp | 31.72%+27.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,902 | $5,681+109.5% | $6,843+73.9% | $3,740+218.2% |
| Admin fee / account holder | $4,308 | $6,052-28.8% | $9,310-53.7% | $5,306-18.8% |