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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 | $51,284 | $27,243+88.2% | $52,425-2.2% | $79,634-35.6% |
| Participation rate | 5.6% | 22.4%-16.9pp | 55.6%-50.1pp | 62.5%-56.9pp |
| Annual return | 18.86% | 63.36%-44.5pp | 302.12%-283.3pp | 36.46%-17.6pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $225 | $636-64.7% | $1,790-87.5% | $3,835-94.1% |
| Admin fee / account holder | $4,673 | $2,105+122.0% | $2,495+87.3% | $1,002+366.4% |