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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 | $176,480 | $102,385+72.4% | $147,080+20.0% | $80,935+118.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 13.94% | 135.09%-121.2pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $346 | $3,717-90.7% | $4,933-93.0% | $2,757-87.4% |
| Participant deferral / active EE | $2,859 | $6,651-57.0% | $8,066-64.6% | $4,299-33.5% |
| Admin fee / account holder | $10,867 | $7,951+36.7% | $12,989-16.3% | $6,924+56.9% |