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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 | $232,920 | $111,535+108.8% | $105,223+121.4% | $137,256+69.7% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 15.03% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,690 | $5,500+21.6% | $5,072+31.9% | $6,407+4.4% |
| Admin fee / account holder | $2,028 | $9,721-79.1% | $8,859-77.1% | $12,270-83.5% |