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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 | $112,393 | $30,421+269.5% | $56,077+100.4% | $74,429+51.0% |
| Participation rate | 1.7% | 32.9%-31.1pp | 52.5%-50.8pp | 67.2%-65.5pp |
| Annual return | 11.30% | 24.94%-13.6pp | 1709.28%-1698.0pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $34 | $610-94.4% | $1,040-96.7% | $2,625-98.7% |
| Participant deferral / active EE | $264 | $1,175-77.5% | $1,954-86.5% | $4,348-93.9% |
| Admin fee / account holder | $8,355 | $2,363+253.5% | $2,825+195.8% | $1,944+329.7% |