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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 | $28,306 | $61,815-54.2% | $97,295-70.9% | $80,959-65.0% |
| Participation rate | 21.4% | 63.5%-42.1pp | 72.7%-51.2pp | 67.7%-46.2pp |
| Annual return | 11.92% | -558.73%+570.7pp | 75.62%-63.7pp | 35.67%-23.7pp |
| Employer contribution / active EE | $863 | $1,836-53.0% | $2,723-68.3% | $2,757-68.7% |
| Participant deferral / active EE | $915 | $3,027-69.8% | $4,264-78.5% | $4,300-78.7% |
| Admin fee / account holder | $1,039 | $5,166-79.9% | $5,646-81.6% | $6,925-85.0% |