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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 | $40,666 | $27,936+45.6% | $58,561-30.6% | $75,173-45.9% |
| Participation rate | 17.5% | 38.8%-21.3pp | 50.9%-33.4pp | 67.2%-49.7pp |
| Annual return | 15.55% | 44.21%-28.7pp | 4251.33%-4235.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $361 | $1,202-70.0% | $1,923-81.2% | $4,126-91.3% |
| Admin fee / account holder | $476 | $1,727-72.5% | $2,520-81.1% | $5,651-91.6% |