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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 | $21,766 | $30,385-28.4% | $56,054-61.2% | $74,400-70.7% |
| Participation rate | 52.7% | 32.9%+19.8pp | 52.5%+0.2pp | 67.2%-14.5pp |
| Annual return | 11.85% | 24.92%-13.1pp | 1705.95%-1694.1pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $1 | $609-99.9% | $1,039-99.9% | $2,624-100.0% |
| Participant deferral / active EE | $518 | $1,174-55.9% | $1,952-73.5% | $4,348-88.1% |
| Admin fee / account holder | $1,842 | $2,361-22.0% | $2,822-34.7% | $1,944-5.2% |