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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 | $11,575 | $28,624-59.6% | $53,647-78.4% | $82,637-86.0% |
| Participation rate | 8.6% | 47.3%-38.7pp | 56.3%-47.7pp | 68.1%-59.5pp |
| Annual return | 15.74% | 664.98%-649.2pp | 358.33%-342.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $408 | $1,196-65.9% | $1,813-77.5% | $4,126-90.1% |
| Admin fee / account holder | $6,238 | $2,022+208.5% | $2,460+153.6% | $7,339-15.0% |