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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 | $4,850 | $27,800-82.6% | $58,561-91.7% | $71,511-93.2% |
| Participation rate | 13.2% | 34.6%-21.4pp | 50.9%-37.6pp | 67.9%-54.7pp |
| Annual return | 169.40% | 26.80%+142.6pp | 4251.33%-4081.9pp | 28.86%+140.5pp |
| Employer contribution / active EE | $2 | $632-99.6% | $1,053-99.8% | $2,589-99.9% |
| Participant deferral / active EE | $664 | $1,208-45.0% | $1,923-65.5% | $4,291-84.5% |
| Admin fee / account holder | $1,747 | $1,637+6.7% | $2,520-30.7% | $1,588+10.0% |