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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 | $5,045 | $29,716-83.0% | $56,077-91.0% | $80,925-93.8% |
| Participation rate | 42.1% | 41.7%+0.4pp | 52.5%-10.4pp | 67.7%-25.6pp |
| Annual return | 14.10% | 35.30%-21.2pp | 1709.28%-1695.2pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,687 | $1,228+118.7% | $1,954+37.5% | $4,299-37.5% |
| Admin fee / account holder | $929 | $2,432-61.8% | $2,825-67.1% | $6,940-86.6% |