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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 | $246,558 | $56,116+339.4% | $135,768+81.6% | $86,983+183.5% |
| Participation rate | 15.9% | 60.1%-44.2pp | 71.1%-55.2pp | 69.5%-53.6pp |
| Annual return | 13.99% | 125.33%-111.3pp | 526.10%-512.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,013 | $2,690-25.2% | $3,977-49.4% | $4,194-52.0% |
| Admin fee / account holder | $26,721 | $4,314+519.4% | $7,048+279.1% | $7,856+240.1% |