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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 | $25,047 | $47,105-46.8% | $68,368-63.4% | $67,986-63.2% |
| Participation rate | 21.0% | 51.8%-30.8pp | 73.8%-52.8pp | 57.2%-36.2pp |
| Annual return | 20.57% | 48.37%-27.8pp | 292.57%-272.0pp | 31.67%-11.1pp |
| Employer contribution / active EE | $5 | $1,859-99.7% | $2,649-99.8% | $2,019-99.8% |
| Participant deferral / active EE | $546 | $2,374-77.0% | $4,123-86.8% | $3,358-83.7% |
| Admin fee / account holder | $1,348 | $2,435-44.6% | $5,150-73.8% | $3,203-57.9% |