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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 | $227,545 | $81,696+178.5% | $70,494+222.8% | $158,982+43.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 66.96% | 208.70%-141.7pp | 109.16%-42.2pp | 302.99%-236.0pp |
| Employer contribution / active EE | $204 | $3,220-93.7% | $2,738-92.5% | $4,763-95.7% |
| Participant deferral / active EE | $2,285 | $4,558-49.9% | $3,711-38.4% | $5,983-61.8% |
| Admin fee / account holder | $5,849 | $6,200-5.7% | $3,848+52.0% | $11,252-48.0% |