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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 | $178,449 | $58,275+206.2% | $81,844+118.0% | $80,935+120.5% |
| Participation rate | 4.9% | 63.5%-58.6pp | 72.4%-67.5pp | 67.7%-62.8pp |
| Annual return | 11.66% | 41.82%-30.2pp | 778.87%-767.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $87 | $2,346-96.3% | $2,916-97.0% | $2,757-96.9% |
| Participant deferral / active EE | $2,128 | $3,285-35.2% | $4,323-50.8% | $4,299-50.5% |
| Admin fee / account holder | $445 | $4,749-90.6% | $7,355-93.9% | $6,924-93.6% |