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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 | $199,413 | $65,434+204.8% | $98,483+102.5% | $85,847+132.3% |
| Participation rate | 44.1% | 65.0%-20.9pp | 73.3%-29.2pp | 69.3%-25.2pp |
| Annual return | 22.74% | 21.75%+1.0pp | 1494.38%-1471.6pp | 318.61%-295.9pp |
| Employer contribution / active EE | $144 | $2,169-93.4% | $2,961-95.1% | $2,565-94.4% |
| Participant deferral / active EE | $7,760 | $3,168+145.0% | $4,276+81.5% | $3,952+96.4% |
| Admin fee / account holder | $509 | $4,595-88.9% | $5,953-91.4% | $6,261-91.9% |