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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 | $230,511 | $88,778+159.6% | $81,844+181.6% | $145,884+58.0% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.29% | 1033.03%-1019.7pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $331 | $3,087-89.3% | $2,916-88.6% | $4,662-92.9% |
| Participant deferral / active EE | $2,953 | $4,648-36.5% | $4,323-31.7% | $6,690-55.9% |
| Admin fee / account holder | $28,045 | $8,430+232.7% | $7,355+281.3% | $13,392+109.4% |