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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 | $20,534 | $26,114-21.4% | $58,544-64.9% | $74,440-72.4% |
| Participation rate | 5.4% | 32.1%-26.7pp | 50.9%-45.5pp | 70.7%-65.3pp |
| Annual return | 22.52% | 32.51%-10.0pp | 4249.56%-4227.0pp | 34.37%-11.8pp |
| Employer contribution / active EE | $3 | $536-99.5% | $1,053-99.7% | $2,638-99.9% |
| Participant deferral / active EE | $456 | $1,075-57.6% | $1,923-76.3% | $4,529-89.9% |
| Admin fee / account holder | $323 | $649-50.3% | $2,520-87.2% | $348-7.2% |