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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 | $40,430 | $27,936+44.7% | $58,561-31.0% | $75,173-46.2% |
| Participation rate | 13.2% | 38.8%-25.7pp | 50.9%-37.7pp | 67.2%-54.0pp |
| Annual return | 16.63% | 44.21%-27.6pp | 4251.33%-4234.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $225 | $1,202-81.3% | $1,923-88.3% | $4,126-94.6% |
| Admin fee / account holder | $4,653 | $1,727+169.5% | $2,520+84.6% | $5,651-17.7% |