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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 | $17,033 | $47,479-64.1% | $62,929-72.9% | $82,448-79.3% |
| Participation rate | 15.9% | 66.9%-51.0pp | 73.1%-57.3pp | 68.1%-52.2pp |
| Annual return | 17.43% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $22 | $1,885-98.8% | $2,505-99.1% | $2,551-99.1% |
| Participant deferral / active EE | $996 | $2,870-65.3% | $3,888-74.4% | $4,139-75.9% |
| Admin fee / account holder | $419 | $3,804-89.0% | $5,065-91.7% | $7,234-94.2% |