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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 | $35,852 | $29,733+20.6% | $56,025-36.0% | $80,959-55.7% |
| Participation rate | 15.1% | 41.7%-26.7pp | 52.5%-37.5pp | 67.7%-52.6pp |
| Annual return | 11.56% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.1pp |
| Employer contribution / active EE | $6 | $672-99.1% | $1,042-99.4% | $2,757-99.8% |
| Participant deferral / active EE | $274 | $1,229-77.7% | $1,955-86.0% | $4,300-93.6% |
| Admin fee / account holder | $6,806 | $2,434+179.7% | $2,828+140.6% | $6,925-1.7% |