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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 | $114,023 | $56,199+102.9% | $67,652+68.5% | $59,632+91.2% |
| Participation rate | 36.1% | 71.5%-35.4pp | 75.7%-39.6pp | 68.7%-32.6pp |
| Annual return | 1.90% | 18505.31%-18503.4pp | 6625.04%-6623.1pp | 2041.32%-2039.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,922 | $2,844+2.7% | $3,560-17.9% | $3,192-8.5% |
| Admin fee / account holder | $1,958 | $3,958-50.5% | $4,821-59.4% | $4,297-54.4% |