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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 | $153,133 | $60,119+154.7% | $90,430+69.3% | $79,858+91.8% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 15.57% | 71.94%-56.4pp | 1293.73%-1278.2pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,735 | $2,938-6.9% | $3,963-31.0% | $3,740-26.9% |
| Admin fee / account holder | $13,457 | $3,976+238.5% | $5,613+139.7% | $5,306+153.6% |