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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 | $207,405 | $157,276+31.9% | $141,177+46.9% | $152,885+35.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $542 | $5,262-89.7% | $4,736-88.6% | $4,763-88.6% |
| Participant deferral / active EE | $5,753 | $7,110-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $1,525 | $12,123-87.4% | $10,263-85.1% | $11,598-86.9% |