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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 | $59,448+162.7% | $93,696+66.7% | $74,459+109.7% |
| Participation rate | 28.8% | 59.6%-30.8pp | 68.7%-39.9pp | 67.2%-38.4pp |
| Annual return | 15.26% | 82.11%-66.8pp | 133.74%-118.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $32 | $1,266-97.4% | $2,422-98.7% | $2,626-98.8% |
| Participant deferral / active EE | $2,088 | $3,052-31.6% | $4,417-52.7% | $4,350-52.0% |
| Admin fee / account holder | $21,193 | $3,027+600.1% | $8,287+155.8% | $1,945+989.8% |