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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 | $186,779 | $112,112+66.6% | $95,956+94.7% | $158,950+17.5% |
| Participation rate | 29.4% | 79.0%-49.6pp | 77.1%-47.7pp | 82.0%-52.6pp |
| Annual return | 14.57% | 171.15%-156.6pp | 91.63%-77.1pp | 302.91%-288.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,932 | $4,784-59.6% | $4,167-53.6% | $5,983-67.7% |
| Admin fee / account holder | $18,251 | $10,134+80.1% | $6,797+168.5% | $11,248+62.3% |