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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 | $77,878 | $30,437+155.9% | $56,033+39.0% | $74,459+4.6% |
| Participation rate | 14.8% | 32.9%-18.1pp | 52.5%-37.7pp | 67.2%-52.4pp |
| Annual return | 13.85% | 24.96%-11.1pp | 1711.38%-1697.5pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $37 | $610-94.0% | $1,041-96.5% | $2,626-98.6% |
| Participant deferral / active EE | $570 | $1,176-51.5% | $1,954-70.8% | $4,350-86.9% |
| Admin fee / account holder | $898 | $2,363-62.0% | $2,827-68.2% | $1,945-53.8% |