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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 | $178,709 | $97,729+82.9% | $83,830+113.2% | $135,379+32.0% |
| Participation rate | 43.5% | 80.0%-36.5pp | 76.1%-32.7pp | 82.6%-39.2pp |
| Annual return | 2.42% | 1287.52%-1285.1pp | 850.97%-848.5pp | 519.79%-517.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,259 | $4,683-51.8% | $4,082-44.7% | $5,609-59.7% |
| Admin fee / account holder | $6,289 | $6,674-5.8% | $5,479+14.8% | $10,828-41.9% |