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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 | $168,835 | $80,812+108.9% | $160,784+5.0% | $82,448+104.8% |
| Participation rate | 25.5% | 66.2%-40.7pp | 77.0%-51.4pp | 68.1%-42.5pp |
| Annual return | 13.98% | 100.59%-86.6pp | 1803.92%-1789.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,445 | $4,335-66.7% | $6,293-77.0% | $4,139-65.1% |
| Admin fee / account holder | $359 | $7,695-95.3% | $9,717-96.3% | $7,234-95.0% |