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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 | $229,032 | $109,872+108.5% | $98,483+132.6% | $167,536+36.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 16.08% | 1959.31%-1943.2pp | 1494.38%-1478.3pp | 478.82%-462.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,853 | $4,673+3.8% | $4,276+13.5% | $6,342-23.5% |
| Admin fee / account holder | $1,365 | $6,757-79.8% | $5,953-77.1% | $12,315-88.9% |