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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 | $115,718 | $72,465+59.7% | $67,575+71.2% | $145,884-20.7% |
| Participation rate | 17.6% | 76.9%-59.2pp | 72.9%-55.3pp | 80.3%-62.7pp |
| Annual return | 16.89% | 7222.56%-7205.7pp | 3528.98%-3512.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $249 | $3,074-91.9% | $2,736-90.9% | $4,662-94.7% |
| Participant deferral / active EE | $2,127 | $4,786-55.5% | $4,003-46.9% | $6,690-68.2% |
| Admin fee / account holder | $7,868 | $5,515+42.7% | $3,993+97.1% | $13,392-41.2% |