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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 | $188,724 | $106,008+78.0% | $92,240+104.6% | $147,586+27.9% |
| Participation rate | 39.1% | 80.4%-41.3pp | 76.5%-37.4pp | 82.8%-43.7pp |
| Annual return | 21.57% | 50.05%-28.5pp | 176.29%-154.7pp | 578.59%-557.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,125 | $4,478-52.6% | $3,897-45.5% | $5,439-60.9% |
| Admin fee / account holder | $5,334 | $6,333-15.8% | $5,194+2.7% | $10,886-51.0% |