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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 | $214,133 | $57,330+273.5% | $86,656+147.1% | $75,177+184.8% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 23.49% | 2675.40%-2651.9pp | 593.09%-569.6pp | 160.75%-137.3pp |
| Employer contribution / active EE | $148 | $2,316-93.6% | $3,025-95.1% | $2,671-94.4% |
| Participant deferral / active EE | $9,626 | $3,320+189.9% | $4,439+116.8% | $4,126+133.3% |
| Admin fee / account holder | $889 | $4,115-78.4% | $5,619-84.2% | $5,651-84.3% |