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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 | $212,101 | $102,696+106.5% | $86,235+146.0% | $139,487+52.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.01% | 1925.91%-1910.9pp | 1170.03%-1155.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,451 | $4,679-47.6% | $3,987-38.5% | $6,713-63.5% |
| Admin fee / account holder | $3,213 | $8,667-62.9% | $6,856-53.1% | $11,407-71.8% |