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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 | $18,651 | $69,012-73.0% | $160,009-88.3% | $68,486-72.8% |
| Participation rate | 29.6% | 65.4%-35.8pp | 78.0%-48.3pp | 67.9%-38.3pp |
| Annual return | -3.38% | -9.65%+6.3pp | 408.85%-412.2pp | -7.85%+4.5pp |
| Employer contribution / active EE | $828 | $2,212-62.6% | $4,225-80.4% | $2,597-68.1% |
| Participant deferral / active EE | $984 | $4,212-76.6% | $6,183-84.1% | $4,028-75.6% |
| Admin fee / account holder | $7,410 | $4,798+54.4% | $8,715-15.0% | $5,404+37.1% |