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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 | $193,327 | $106,005+82.4% | $92,239+109.6% | $147,585+31.0% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 14.07% | 50.05%-36.0pp | 176.29%-162.2pp | 578.58%-564.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,095 | $4,478-8.6% | $3,897+5.1% | $5,439-24.7% |
| Admin fee / account holder | $1,725 | $6,333-72.8% | $5,194-66.8% | $10,886-84.2% |