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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 | $7,268 | $47,105-84.6% | $68,368-89.4% | $67,986-89.3% |
| Participation rate | 31.6% | 51.8%-20.2pp | 73.8%-42.2pp | 57.2%-25.6pp |
| Annual return | 22.29% | 48.37%-26.1pp | 292.57%-270.3pp | 31.67%-9.4pp |
| Employer contribution / active EE | $41 | $1,859-97.8% | $2,649-98.5% | $2,019-98.0% |
| Participant deferral / active EE | $526 | $2,374-77.8% | $4,123-87.2% | $3,358-84.3% |
| Admin fee / account holder | $1,936 | $2,435-20.5% | $5,150-62.4% | $3,203-39.6% |