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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 | $197,495 | $118,877+66.1% | $96,570+104.5% | $167,536+17.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.46% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,308 | $4,617+36.6% | $3,849+63.9% | $6,342-0.5% |
| Admin fee / account holder | $1,185 | $8,069-85.3% | $6,182-80.8% | $12,315-90.4% |