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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 | $189,901 | $70,366+169.9% | $66,674+184.8% | $138,895+36.7% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.49% | 386.41%-368.9pp | 321.24%-303.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,281 | $4,374+43.6% | $4,084+53.8% | $6,396-1.8% |
| Admin fee / account holder | $1,704 | $5,262-67.6% | $5,098-66.6% | $12,562-86.4% |