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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 | $227,881 | $51,638+341.3% | $68,368+233.3% | $82,448+176.4% |
| Participation rate | 3.4% | 63.6%-60.2pp | 73.8%-70.4pp | 68.1%-64.7pp |
| Annual return | 18.36% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $96 | $2,047-95.3% | $2,649-96.4% | $2,551-96.2% |
| Participant deferral / active EE | $1,178 | $2,914-59.6% | $4,123-71.4% | $4,139-71.5% |
| Admin fee / account holder | $1,721 | $4,643-62.9% | $5,150-66.6% | $7,234-76.2% |