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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 | $171,862 | $111,878+53.6% | $93,727+83.4% | $145,897+17.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 18.93% | 204.28%-185.3pp | 133.83%-114.9pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,219 | $4,920+26.4% | $4,417+40.8% | $6,689-7.0% |
| Admin fee / account holder | $540 | $10,256-94.7% | $8,292-93.5% | $13,390-96.0% |