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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 | $173,063 | $123,859+39.7% | $69,632+148.5% | $145,897+18.6% |
| Participation rate | 31.3% | 69.2%-38.0pp | 66.4%-35.2pp | 80.3%-49.1pp |
| Annual return | 15.37% | 192.49%-177.1pp | 101.32%-86.0pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,575 | $4,242-62.9% | $2,889-45.5% | $6,689-76.5% |
| Admin fee / account holder | $821 | $7,817-89.5% | $4,695-82.5% | $13,390-93.9% |