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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 | $43,339 | $30,423+42.5% | $56,025-22.6% | $74,478-41.8% |
| Participation rate | 9.7% | 32.9%-23.2pp | 52.5%-42.8pp | 67.2%-57.5pp |
| Annual return | 11.38% | 24.97%-13.6pp | 1712.69%-1701.3pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $36 | $610-94.1% | $1,042-96.6% | $2,626-98.6% |
| Participant deferral / active EE | $435 | $1,176-63.0% | $1,955-77.7% | $4,350-90.0% |
| Admin fee / account holder | $346 | $2,363-85.4% | $2,828-87.8% | $1,946-82.2% |