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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 | $22,965 | $29,507-22.2% | $56,025-59.0% | $77,762-70.5% |
| Participation rate | 4.9% | 32.7%-27.8pp | 52.5%-47.6pp | 70.6%-65.7pp |
| Annual return | 17.07% | 18.90%-1.8pp | 1712.69%-1695.6pp | 31.27%-14.2pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $477 | $1,062-55.1% | $1,955-75.6% | $4,651-89.7% |
| Admin fee / account holder | $1,147 | $1,041+10.2% | $2,828-59.4% | $433+165.0% |