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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 | $71,186 | $45,152+57.7% | $73,836-3.6% | $59,633+19.4% |
| Participation rate | 51.6% | 64.0%-12.4pp | 73.4%-21.8pp | 68.7%-17.1pp |
| Annual return | 1.46% | 27.40%-25.9pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $15 | $1,901-99.2% | $2,787-99.5% | $2,203-99.3% |
| Participant deferral / active EE | $2,124 | $2,573-17.4% | $3,583-40.7% | $3,192-33.4% |
| Admin fee / account holder | $2,046 | $3,515-41.8% | $4,882-58.1% | $4,297-52.4% |