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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 | $40,073 | $27,936+43.4% | $58,561-31.6% | $75,173-46.7% |
| Participation rate | 42.1% | 38.8%+3.3pp | 50.9%-8.8pp | 67.2%-25.1pp |
| Annual return | 16.29% | 44.21%-27.9pp | 4251.33%-4235.0pp | 160.72%-144.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,664 | $1,202+38.5% | $1,923-13.5% | $4,126-59.7% |
| Admin fee / account holder | $1,230 | $1,727-28.8% | $2,520-51.2% | $5,651-78.2% |