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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 | $205,397 | $56,431+264.0% | $130,788+57.0% | $87,485+134.8% |
| Participation rate | 10.4% | 58.9%-48.5pp | 70.1%-59.7pp | 68.9%-58.5pp |
| Annual return | 13.98% | 91.27%-77.3pp | 386.44%-372.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $237 | $1,549-84.7% | $3,558-93.3% | $2,596-90.9% |
| Participant deferral / active EE | $1,026 | $2,749-62.7% | $4,137-75.2% | $4,274-76.0% |
| Admin fee / account holder | $991 | $4,433-77.6% | $6,673-85.1% | $7,775-87.3% |