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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 | $155,566 | $105,210+47.9% | $159,487-2.5% | $85,851+81.2% |
| Participation rate | 43.3% | 75.8%-32.5pp | 82.8%-39.5pp | 69.3%-26.0pp |
| Annual return | 12.98% | 45.08%-32.1pp | 263.71%-250.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,115 | $5,946-30.8% | $7,354-44.0% | $3,952+4.1% |
| Admin fee / account holder | $12,408 | $6,934+78.9% | $10,804+14.8% | $6,261+98.2% |