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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 | $190,007 | $100,895+88.3% | $90,430+110.1% | $158,950+19.5% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 20.63% | 1725.54%-1704.9pp | 1293.73%-1273.1pp | 302.91%-282.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,529 | $4,347-64.8% | $3,963-61.4% | $5,983-74.4% |
| Admin fee / account holder | $698 | $6,505-89.3% | $5,613-87.6% | $11,248-93.8% |