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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $76,360 | $82,674-7.6% | $125,381-39.1% | $68,486+11.5% |
| Participation rate | 25.6% | 75.1%-49.5pp | 82.4%-56.8pp | 67.9%-42.3pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $857 | $3,382-74.7% | $4,815-82.2% | $2,597-67.0% |
| Participant deferral / active EE | $1,584 | $6,111-74.1% | $7,448-78.7% | $4,028-60.7% |
| Admin fee / account holder | $14,979 | $6,277+138.6% | $10,007+49.7% | $5,404+177.2% |