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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 | $8,000 | $35,183-77.3% | $73,550-89.1% | $70,126-88.6% |
| Participation rate | 13.1% | 42.9%-29.8pp | 54.9%-41.8pp | 69.5%-56.4pp |
| Annual return | 19.09% | 26.90%-7.8pp | -15.16%+34.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $6 | $709-99.1% | $1,219-99.5% | $2,343-99.7% |
| Participant deferral / active EE | $410 | $1,220-66.4% | $1,804-77.3% | $3,332-87.7% |
| Admin fee / account holder | $1,518 | $2,302-34.1% | $2,320-34.6% | $4,645-67.3% |