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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 | $8,786 | $34,932-74.8% | $56,441-84.4% | $74,546-88.2% |
| Participation rate | 23.3% | 32.9%-9.5pp | 52.5%-29.2pp | 67.2%-43.9pp |
| Annual return | 15.27% | 24.90%-9.6pp | 1704.21%-1688.9pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,034 | $1,173-11.8% | $1,953-47.0% | $4,347-76.2% |
| Admin fee / account holder | $351 | $2,359-85.1% | $2,829-87.6% | $1,944-81.9% |