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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 | $220,285 | $49,199+347.7% | $121,204+81.7% | $75,173+193.0% |
| Participation rate | 44.0% | 55.4%-11.4pp | 69.5%-25.5pp | 67.2%-23.2pp |
| Annual return | 24.71% | 56.04%-31.3pp | 987.18%-962.5pp | 160.72%-136.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,700 | $2,630+78.7% | $4,083+15.1% | $4,126+13.9% |
| Admin fee / account holder | $1,845 | $3,946-53.2% | $5,651-67.4% | $5,651-67.3% |