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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 | $108,125 | $49,897+116.7% | $80,648+34.1% | $75,177+43.8% |
| Participation rate | 52.6% | 55.3%-2.7pp | 67.0%-14.4pp | 67.2%-14.6pp |
| Annual return | 19.83% | 34.68%-14.8pp | 937.21%-917.4pp | 160.75%-140.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,238 | $2,992-58.6% | $4,443-72.1% | $4,126-70.0% |
| Admin fee / account holder | $13,569 | $3,579+279.2% | $5,382+152.1% | $5,651+140.1% |