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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 | $6,306 | $30,423-79.3% | $56,025-88.7% | $74,478-91.5% |
| Participation rate | 21.8% | 32.9%-11.0pp | 52.5%-30.7pp | 67.2%-45.4pp |
| Annual return | 12.54% | 24.97%-12.4pp | 1712.69%-1700.1pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $555 | $1,176-52.8% | $1,955-71.6% | $4,350-87.2% |
| Admin fee / account holder | $1,415 | $2,363-40.1% | $2,828-50.0% | $1,946-27.3% |