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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 | $204,165 | $58,714+247.7% | $142,874+42.9% | $85,856+137.8% |
| Participation rate | 25.9% | 58.5%-32.6pp | 72.0%-46.0pp | 69.3%-43.4pp |
| Annual return | 14.99% | 27.73%-12.7pp | 5638.58%-5623.6pp | 318.58%-303.6pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,654 | $2,608-36.6% | $3,838-56.9% | $3,952-58.1% |
| Admin fee / account holder | $18,662 | $4,241+340.1% | $6,561+184.4% | $6,261+198.1% |