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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 | $70,324 | $29,670+137.0% | $56,054+25.5% | $80,911-13.1% |
| Participation rate | 17.1% | 41.7%-24.5pp | 52.5%-35.3pp | 67.6%-50.5pp |
| Annual return | 11.19% | 35.24%-24.0pp | 1705.95%-1694.8pp | 35.63%-24.4pp |
| Employer contribution / active EE | $41 | $670-93.9% | $1,039-96.1% | $2,756-98.5% |
| Participant deferral / active EE | $1,907 | $1,227+55.4% | $1,952-2.3% | $4,297-55.6% |
| Admin fee / account holder | $543 | $2,431-77.7% | $2,822-80.8% | $6,935-92.2% |