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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 | $156,167 | $59,456+162.7% | $93,669+66.7% | $74,429+109.8% |
| Participation rate | 28.8% | 59.6%-30.8pp | 68.7%-39.9pp | 67.2%-38.4pp |
| Annual return | 15.26% | 82.00%-66.7pp | 133.59%-118.3pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $32 | $1,266-97.4% | $2,424-98.7% | $2,625-98.8% |
| Participant deferral / active EE | $2,088 | $3,052-31.6% | $4,416-52.7% | $4,348-52.0% |
| Admin fee / account holder | $21,193 | $3,026+600.4% | $8,291+155.6% | $1,944+990.0% |