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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 | $189,001 | $96,361+96.1% | $80,607+134.5% | $139,456+35.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 12.25% | 1350.95%-1338.7pp | 936.11%-923.9pp | 373.45%-361.2pp |
| Employer contribution / active EE | $300 | $3,262-90.8% | $2,724-89.0% | $4,753-93.7% |
| Participant deferral / active EE | $2,026 | $5,232-61.3% | $4,448-54.4% | $6,711-69.8% |
| Admin fee / account holder | $1,119 | $6,601-83.0% | $5,379-79.2% | $11,407-90.2% |