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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 | $170,505 | $105,198+62.1% | $159,455+6.9% | $85,856+98.6% |
| Participation rate | 37.3% | 75.8%-38.5pp | 82.8%-45.6pp | 69.3%-32.1pp |
| Annual return | 26.65% | 45.08%-18.4pp | 263.63%-237.0pp | 318.58%-291.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,051 | $5,946-15.0% | $7,353-31.3% | $3,952+27.8% |
| Admin fee / account holder | $1,836 | $6,934-73.5% | $10,800-83.0% | $6,261-70.7% |