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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 | $190,718 | $49,896+282.2% | $80,627+136.5% | $75,173+153.7% |
| Participation rate | 7.7% | 55.3%-47.6pp | 67.0%-59.3pp | 67.2%-59.5pp |
| Annual return | 20.86% | 34.67%-13.8pp | 936.76%-915.9pp | 160.72%-139.9pp |
| Employer contribution / active EE | $158 | $1,699-90.7% | $2,723-94.2% | $2,671-94.1% |
| Participant deferral / active EE | $1,620 | $2,992-45.8% | $4,443-63.5% | $4,126-60.7% |
| Admin fee / account holder | $1,300 | $3,578-63.7% | $5,381-75.8% | $5,651-77.0% |