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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 | $230,908 | $81,696+182.6% | $70,494+227.6% | $158,982+45.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 24.34% | 208.70%-184.4pp | 109.16%-84.8pp | 302.99%-278.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,864 | $4,558-15.2% | $3,711+4.1% | $5,983-35.4% |
| Admin fee / account holder | $24,081 | $6,200+288.4% | $3,848+525.8% | $11,252+114.0% |