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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 | $29,319-84.7% | $52,425-91.5% | $82,448-94.6% |
| Participation rate | 61.9% | 46.9%+15.1pp | 55.6%+6.3pp | 68.1%-6.2pp |
| Annual return | 22.59% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,726 | $1,171+47.4% | $1,790-3.6% | $4,139-58.3% |
| Admin fee / account holder | $482 | $1,962-75.4% | $2,495-80.7% | $7,234-93.3% |