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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 | $187,314 | $68,097+175.1% | $62,929+197.7% | $137,256+36.5% |
| Participation rate | 21.4% | 77.4%-56.0pp | 73.1%-51.7pp | 80.0%-58.5pp |
| Annual return | 12.27% | 1859.11%-1846.8pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,509 | $4,553-66.8% | $3,888-61.2% | $6,407-76.4% |
| Admin fee / account holder | $2,800 | $6,521-57.1% | $5,065-44.7% | $12,270-77.2% |