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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 | $117,523 | $81,643+43.9% | $70,462+66.8% | $158,950-26.1% |
| Participation rate | 20.8% | 77.7%-56.9pp | 75.1%-54.2pp | 82.0%-61.1pp |
| Annual return | 19.88% | 208.51%-188.6pp | 109.08%-89.2pp | 302.91%-283.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,538 | $4,555-44.3% | $3,710-31.6% | $5,983-57.6% |
| Admin fee / account holder | $443 | $6,194-92.8% | $3,845-88.5% | $11,248-96.1% |