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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 | $6,382 | $27,924-77.1% | $58,544-89.1% | $75,181-91.5% |
| Participation rate | 6.7% | 38.8%-32.2pp | 50.9%-44.2pp | 67.2%-60.5pp |
| Annual return | 21.15% | 44.20%-23.1pp | 4249.56%-4228.4pp | 160.69%-139.5pp |
| Employer contribution / active EE | $66 | $669-90.1% | $1,053-93.7% | $2,671-97.5% |
| Participant deferral / active EE | $253 | $1,202-78.9% | $1,923-86.8% | $4,126-93.9% |
| Admin fee / account holder | $690 | $1,726-60.0% | $2,520-72.6% | $5,650-87.8% |