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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 | $242,830 | $184,000+32.0% | $162,185+49.7% | $152,909+58.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,024 | $6,370-83.9% | $5,613-81.8% | $4,764-78.5% |
| Participant deferral / active EE | $6,627 | $8,033-17.5% | $7,297-9.2% | $5,851+13.2% |
| Admin fee / account holder | $2,886 | $13,124-78.0% | $10,844-73.4% | $11,601-75.1% |