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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 | $197,649 | $57,312+244.9% | $86,617+128.2% | $75,181+162.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 71.7%-43.1pp | 67.2%-38.6pp |
| Annual return | 20.36% | 2672.78%-2652.4pp | 591.91%-571.6pp | 160.69%-140.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,225 | $3,319-63.1% | $4,437-72.4% | $4,126-70.3% |
| Admin fee / account holder | $1,470 | $4,114-64.3% | $5,613-73.8% | $5,650-74.0% |