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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 | $159,939 | $57,312+179.1% | $86,617+84.7% | $75,181+112.7% |
| Participation rate | 24.5% | 63.2%-38.7pp | 71.7%-47.2pp | 67.2%-42.7pp |
| Annual return | 14.34% | 2672.78%-2658.4pp | 591.91%-577.6pp | 160.69%-146.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,015 | $3,319+21.0% | $4,437-9.5% | $4,126-2.7% |
| Admin fee / account holder | $9,047 | $4,114+119.9% | $5,613+61.2% | $5,650+60.1% |