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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 | $30,421+156.0% | $56,077+38.9% | $74,429+4.6% |
| Participation rate | 14.8% | 32.9%-18.0pp | 52.5%-37.7pp | 67.2%-52.4pp |
| Annual return | 13.85% | 24.94%-11.1pp | 1709.28%-1695.4pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $37 | $610-94.0% | $1,040-96.5% | $2,625-98.6% |
| Participant deferral / active EE | $570 | $1,175-51.5% | $1,954-70.8% | $4,348-86.9% |
| Admin fee / account holder | $898 | $2,363-62.0% | $2,825-68.2% | $1,944-53.8% |