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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 | $6,574 | $47,105-86.0% | $68,368-90.4% | $67,986-90.3% |
| Participation rate | 12.4% | 51.8%-39.3pp | 73.8%-61.3pp | 57.2%-44.8pp |
| Annual return | 19.38% | 48.37%-29.0pp | 292.57%-273.2pp | 31.67%-12.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $533 | $2,374-77.5% | $4,123-87.1% | $3,358-84.1% |
| Admin fee / account holder | $500 | $2,435-79.5% | $5,150-90.3% | $3,203-84.4% |