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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 | $8,316 | $52,353-84.1% | $120,225-93.1% | $82,448-89.9% |
| Participation rate | 17.4% | 58.3%-40.9pp | 69.6%-52.2pp | 68.1%-50.7pp |
| Annual return | 24.04% | 61.85%-37.8pp | 439.23%-415.2pp | 41.64%-17.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,316 | $2,627-49.9% | $3,999-67.1% | $4,139-68.2% |
| Admin fee / account holder | $2,314 | $4,363-47.0% | $5,696-59.4% | $7,234-68.0% |