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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 | $213,802 | $115,810+84.6% | $101,271+111.1% | $158,966+34.5% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 17.18% | 56.15%-39.0pp | 46.48%-29.3pp | 302.95%-285.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,706 | $4,958-45.4% | $4,371-38.1% | $5,983-54.8% |
| Admin fee / account holder | $3,029 | $7,248-58.2% | $5,948-49.1% | $11,250-73.1% |