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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 | $210,001 | $118,708+76.9% | $98,920+112.3% | $158,966+32.1% |
| Participation rate | 59.1% | 77.8%-18.7pp | 76.0%-16.9pp | 82.0%-22.9pp |
| Annual return | 22.28% | 372.49%-350.2pp | 196.47%-174.2pp | 302.95%-280.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,153 | $5,089-57.7% | $4,245-49.3% | $5,983-64.0% |
| Admin fee / account holder | $5,807 | $10,134-42.7% | $6,643-12.6% | $11,250-48.4% |