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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 | $202,774 | $96,643+109.8% | $86,617+134.1% | $139,456+45.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.29% | 106.57%-89.3pp | 591.91%-574.6pp | 373.45%-356.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,742 | $4,835+184.2% | $4,437+209.7% | $6,711+104.8% |
| Admin fee / account holder | $3,248 | $6,406-49.3% | $5,613-42.1% | $11,407-71.5% |