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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 | $143,953 | $29,736+384.1% | $56,033+156.9% | $80,935+77.9% |
| Participation rate | 3.3% | 41.7%-38.4pp | 52.5%-49.2pp | 67.7%-64.4pp |
| Annual return | 15.53% | 35.28%-19.7pp | 1711.38%-1695.8pp | 35.66%-20.1pp |
| Employer contribution / active EE | $83 | $671-87.6% | $1,041-92.0% | $2,757-97.0% |
| Participant deferral / active EE | $540 | $1,228-56.1% | $1,954-72.4% | $4,299-87.4% |
| Admin fee / account holder | $671 | $2,434-72.4% | $2,827-76.3% | $6,924-90.3% |