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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 | $185,814 | $43,730+324.9% | $121,220+53.3% | $64,173+189.6% |
| Participation rate | 30.6% | 58.3%-27.7pp | 71.8%-41.1pp | 69.6%-39.0pp |
| Annual return | -5.75% | 68.94%-74.7pp | 16.94%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,583 | $2,281+101.0% | $3,345+37.0% | $3,470+32.1% |
| Admin fee / account holder | $21,674 | $3,502+518.8% | $5,021+331.7% | $4,887+343.5% |