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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 | $52,409 | $26,137+100.5% | $58,561-10.5% | $74,460-29.6% |
| Participation rate | 10.2% | 32.2%-21.9pp | 50.9%-40.7pp | 70.7%-60.5pp |
| Annual return | 18.36% | 32.53%-14.2pp | 4251.33%-4233.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $644 | $1,076-40.1% | $1,923-66.5% | $4,530-85.8% |
| Admin fee / account holder | $1,009 | $648+55.7% | $2,520-60.0% | $348+190.2% |