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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 | $71,656 | $45,123+58.8% | $85,240-15.9% | $74,478-3.8% |
| Participation rate | 17.9% | 49.4%-31.5pp | 67.5%-49.7pp | 67.2%-49.4pp |
| Annual return | 17.69% | 26.32%-8.6pp | 66.75%-49.1pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $43 | $1,459-97.1% | $2,735-98.4% | $2,626-98.4% |
| Participant deferral / active EE | $754 | $2,736-72.4% | $4,527-83.3% | $4,350-82.7% |
| Admin fee / account holder | $1,241 | $2,215-44.0% | $6,165-79.9% | $1,946-36.2% |