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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 | $182,098 | $134,817+35.1% | $123,973+46.9% | $155,188+17.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 19.30% | 515.49%-496.2pp | 388.13%-368.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,900 | $5,706+91.0% | $5,247+107.7% | $6,531+66.9% |
| Admin fee / account holder | $1,397 | $13,245-89.5% | $11,799-88.2% | $14,480-90.4% |