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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 | $143,780 | $51,184+180.9% | $66,439+116.4% | $86,983+65.3% |
| Participation rate | 25.9% | 68.5%-42.6pp | 74.5%-48.6pp | 69.5%-43.6pp |
| Annual return | 15.82% | 17.07%-1.3pp | 757.66%-741.8pp | 25.83%-10.0pp |
| Employer contribution / active EE | $379 | $2,023-81.3% | $2,637-85.6% | $2,584-85.3% |
| Participant deferral / active EE | $3,962 | $2,927+35.4% | $3,876+2.2% | $4,194-5.5% |
| Admin fee / account holder | $2,034 | $4,154-51.0% | $6,173-67.1% | $7,856-74.1% |