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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 | $6,671 | $47,105-85.8% | $68,368-90.2% | $67,986-90.2% |
| Participation rate | 21.2% | 51.8%-30.6pp | 73.8%-52.5pp | 57.2%-36.0pp |
| Annual return | 16.41% | 48.37%-32.0pp | 292.57%-276.2pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $764 | $2,374-67.8% | $4,123-81.5% | $3,358-77.3% |
| Admin fee / account holder | $2,170 | $2,435-10.9% | $5,150-57.9% | $3,203-32.3% |