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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 | $218,902 | $107,368+103.9% | $92,915+135.6% | $152,909+43.2% |
| Participation rate | 69.6% | 79.8%-10.2pp | 76.0%-6.4pp | 82.5%-12.9pp |
| Annual return | 20.27% | 145.64%-125.4pp | 109.45%-89.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,523 | $4,848-27.3% | $4,238-16.9% | $5,851-39.8% |
| Admin fee / account holder | $4,444 | $7,082-37.3% | $5,796-23.3% | $11,601-61.7% |