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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 | $5,242 | $30,437-82.8% | $56,033-90.6% | $74,459-93.0% |
| Participation rate | 11.7% | 32.9%-21.2pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 14.85% | 24.96%-10.1pp | 1711.38%-1696.5pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $335 | $1,176-71.5% | $1,954-82.9% | $4,350-92.3% |
| Admin fee / account holder | $336 | $2,363-85.8% | $2,827-88.1% | $1,945-82.7% |