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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 | $219,284 | $102,422+114.1% | $147,117+49.1% | $80,959+170.9% |
| Participation rate | 60.3% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 14.64% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,945 | $6,652-10.6% | $8,065-26.3% | $4,300+38.3% |
| Admin fee / account holder | $22,149 | $7,953+178.5% | $12,993+70.5% | $6,925+219.8% |