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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 | $4,477 | $28,624-84.4% | $53,647-91.7% | $82,637-94.6% |
| Participation rate | 61.9% | 47.3%+14.6pp | 56.3%+5.6pp | 68.1%-6.1pp |
| Annual return | 22.59% | 664.98%-642.4pp | 358.33%-335.7pp | 53.51%-30.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,726 | $1,196+44.3% | $1,813-4.8% | $4,126-58.2% |
| Admin fee / account holder | $482 | $2,022-76.2% | $2,460-80.4% | $7,339-93.4% |