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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 | $160,491 | $100,895+59.1% | $90,430+77.5% | $158,950+1.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 19.06% | 1725.54%-1706.5pp | 1293.73%-1274.7pp | 302.91%-283.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $931 | $4,347-78.6% | $3,963-76.5% | $5,983-84.4% |
| Admin fee / account holder | $1,193 | $6,505-81.7% | $5,613-78.7% | $11,248-89.4% |