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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 | $9,935 | $34,316-71.0% | $74,723-86.7% | $72,976-86.4% |
| Participation rate | 52.4% | 42.4%+10.0pp | 54.5%-2.1pp | 69.5%-17.1pp |
| Annual return | 21.85% | 26.58%-4.7pp | 753.18%-731.3pp | 81.02%-59.2pp |
| Employer contribution / active EE | $43 | $692-93.8% | $1,084-96.0% | $2,440-98.2% |
| Participant deferral / active EE | $697 | $1,272-45.2% | $1,962-64.5% | $3,608-80.7% |
| Admin fee / account holder | $476 | $2,125-77.6% | $3,335-85.7% | $5,124-90.7% |