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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 | $79,336 | $102,422-22.5% | $147,117-46.1% | $80,959-2.0% |
| Participation rate | 2.6% | 75.9%-73.3pp | 82.2%-79.6pp | 67.7%-65.1pp |
| Annual return | 12.12% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $57 | $3,717-98.5% | $4,932-98.9% | $2,757-97.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $51,594 | $7,953+548.7% | $12,993+297.1% | $6,925+645.0% |