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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 | $21,432 | $58,241-63.2% | $81,780-73.8% | $80,911-73.5% |
| Participation rate | 14.6% | 63.4%-48.9pp | 72.4%-57.8pp | 67.6%-53.1pp |
| Annual return | 25.69% | 41.73%-16.0pp | 776.27%-750.6pp | 35.63%-9.9pp |
| Employer contribution / active EE | $58 | $2,343-97.5% | $2,914-98.0% | $2,756-97.9% |
| Participant deferral / active EE | $779 | $3,283-76.3% | $4,321-82.0% | $4,297-81.9% |
| Admin fee / account holder | $819 | $4,973-83.5% | $7,384-88.9% | $6,935-88.2% |