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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 | $4,792 | $29,736-83.9% | $56,033-91.4% | $80,935-94.1% |
| Participation rate | 18.8% | 41.7%-22.9pp | 52.5%-33.7pp | 67.7%-48.9pp |
| Annual return | 13.09% | 35.28%-22.2pp | 1711.38%-1698.3pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $396 | $1,228-67.7% | $1,954-79.7% | $4,299-90.8% |
| Admin fee / account holder | $310 | $2,434-87.3% | $2,827-89.0% | $6,924-95.5% |