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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 | $29,716+20.6% | $56,077-36.1% | $80,925-55.7% |
| Participation rate | 15.1% | 41.7%-26.6pp | 52.5%-37.4pp | 67.7%-52.6pp |
| Annual return | 11.56% | 35.30%-23.7pp | 1709.28%-1697.7pp | 35.65%-24.1pp |
| Employer contribution / active EE | $6 | $671-99.1% | $1,040-99.4% | $2,756-99.8% |
| Participant deferral / active EE | $274 | $1,228-77.7% | $1,954-86.0% | $4,299-93.6% |
| Admin fee / account holder | $6,806 | $2,432+179.9% | $2,825+140.9% | $6,940-1.9% |