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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 | $137,168 | $103,008+33.2% | $90,304+51.9% | $152,897-10.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 17.28% | 95.22%-77.9pp | 78.13%-60.9pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,196 | $4,281+44.7% | $3,885+59.5% | $5,851+5.9% |
| Admin fee / account holder | $5,516 | $6,175-10.7% | $5,354+3.0% | $11,599-52.4% |