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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 | $234,342 | $90,614+158.6% | $76,089+208.0% | $145,877+60.6% |
| Participation rate | 11.8% | 74.5%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 13.60% | 623.80%-610.2pp | 360.94%-347.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,316 | $5,168-74.5% | $4,259-69.1% | $6,691-80.3% |
| Admin fee / account holder | $525 | $8,376-93.7% | $6,418-91.8% | $13,402-96.1% |