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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 | $172,155 | $107,353+60.4% | $92,903+85.3% | $152,885+12.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 12.42% | 145.62%-133.2pp | 109.43%-97.0pp | 345.39%-333.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,039 | $4,848-37.3% | $4,238-28.3% | $5,851-48.1% |
| Admin fee / account holder | $20,731 | $7,081+192.8% | $5,795+257.8% | $11,598+78.7% |