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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 | $45,779 | $29,716+54.1% | $56,077-18.4% | $80,925-43.4% |
| Participation rate | 17.8% | 41.7%-23.9pp | 52.5%-34.7pp | 67.7%-49.8pp |
| Annual return | 10.60% | 35.30%-24.7pp | 1709.28%-1698.7pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $367 | $1,228-70.1% | $1,954-81.2% | $4,299-91.5% |
| Admin fee / account holder | $9,334 | $2,432+283.8% | $2,825+230.4% | $6,940+34.5% |