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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 | $38,382 | $47,479-19.2% | $62,929-39.0% | $82,448-53.4% |
| Participation rate | 16.0% | 66.9%-50.9pp | 73.1%-57.1pp | 68.1%-52.1pp |
| Annual return | 22.69% | 20.34%+2.3pp | 1063.93%-1041.2pp | 41.64%-18.9pp |
| Employer contribution / active EE | $96 | $1,885-94.9% | $2,505-96.2% | $2,551-96.3% |
| Participant deferral / active EE | $1,076 | $2,870-62.5% | $3,888-72.3% | $4,139-74.0% |
| Admin fee / account holder | $585 | $3,804-84.6% | $5,065-88.4% | $7,234-91.9% |