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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 | $144,837 | $100,911+43.5% | $90,440+60.1% | $158,966-8.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 20.90% | 1726.62%-1705.7pp | 1294.38%-1273.5pp | 302.95%-282.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,894 | $4,348+127.5% | $3,964+149.6% | $5,983+65.4% |
| Admin fee / account holder | $1,062 | $6,507-83.7% | $5,615-81.1% | $11,250-90.6% |