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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 | $212,111 | $88,778+138.9% | $81,844+159.2% | $145,884+45.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.38% | 1033.03%-1014.6pp | 778.87%-760.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $169 | $3,087-94.5% | $2,916-94.2% | $4,662-96.4% |
| Participant deferral / active EE | $7,868 | $4,648+69.3% | $4,323+82.0% | $6,690+17.6% |
| Admin fee / account holder | $689 | $8,430-91.8% | $7,355-90.6% | $13,392-94.9% |