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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 | $169,631 | $85,766+97.8% | $136,298+24.5% | $70,126+141.9% |
| Participation rate | 52.6% | 74.2%-21.5pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 23.29% | 31.46%-8.2pp | 5156.27%-5133.0pp | 73.15%-49.9pp |
| Employer contribution / active EE | $382 | $2,966-87.1% | $4,696-91.9% | $2,343-83.7% |
| Participant deferral / active EE | $2,396 | $5,051-52.6% | $6,247-61.7% | $3,332-28.1% |
| Admin fee / account holder | $389 | $5,421-92.8% | $9,244-95.8% | $4,645-91.6% |