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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 | $220,953 | $123,750+78.5% | $69,611+217.4% | $145,877+51.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 18.02% | 192.03%-174.0pp | 101.14%-83.1pp | 551.28%-533.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,918 | $4,243-54.8% | $2,891-33.6% | $6,691-71.3% |
| Admin fee / account holder | $1,666 | $7,817-78.7% | $4,696-64.5% | $13,402-87.6% |