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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 | $16,019 | $29,733-46.1% | $56,025-71.4% | $80,959-80.2% |
| Participation rate | 20.7% | 41.7%-21.0pp | 52.5%-31.8pp | 67.7%-47.0pp |
| Annual return | 47.03% | 35.28%+11.7pp | 1712.69%-1665.7pp | 35.67%+11.4pp |
| Employer contribution / active EE | $33 | $672-95.1% | $1,042-96.8% | $2,757-98.8% |
| Participant deferral / active EE | $1,232 | $1,229+0.2% | $1,955-37.0% | $4,300-71.3% |
| Admin fee / account holder | $1,366 | $2,434-43.9% | $2,828-51.7% | $6,925-80.3% |