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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 | $222,572 | $112,131+98.5% | $95,964+131.9% | $158,982+40.0% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.1pp |
| Annual return | 8.06% | 171.19%-163.1pp | 91.64%-83.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,437 | $4,784-49.1% | $4,167-41.5% | $5,983-59.3% |
| Admin fee / account holder | $4,290 | $10,136-57.7% | $6,797-36.9% | $11,252-61.9% |