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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 | $223,628 | $118,695+88.4% | $98,916+126.1% | $158,950+40.7% |
| Participation rate | 27.3% | 77.8%-50.5pp | 76.0%-48.8pp | 82.0%-54.7pp |
| Annual return | 24.91% | 372.39%-347.5pp | 196.45%-171.5pp | 302.91%-278.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,713 | $5,088-66.3% | $4,245-59.7% | $5,983-71.4% |
| Admin fee / account holder | $5,266 | $10,132-48.0% | $6,642-20.7% | $11,248-53.2% |