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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 | $155,787 | $107,941+44.3% | $91,994+69.3% | $152,909+1.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 22.21% | 89.28%-67.1pp | 69.04%-46.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,289 | $6,366+203.0% | $5,924+225.6% | $5,851+229.6% |
| Admin fee / account holder | $33,491 | $10,521+218.3% | $7,744+332.5% | $11,601+188.7% |