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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 | $112,391 | $97,732+15.0% | $83,831+34.1% | $135,380-17.0% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -8.58% | 1287.56%-1296.1pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,565 | $4,683+82.9% | $4,082+109.8% | $5,609+52.7% |
| Admin fee / account holder | $12,072 | $6,675+80.9% | $5,479+120.3% | $10,828+11.5% |