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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 | $74,916 | $82,674-9.4% | $125,363-40.2% | $68,495+9.4% |
| Participation rate | 27.8% | 75.0%-47.3pp | 82.4%-54.6pp | 67.9%-40.1pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.15%-584.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $943 | $3,382-72.1% | $4,815-80.4% | $2,596-63.7% |
| Participant deferral / active EE | $2,427 | $6,111-60.3% | $7,447-67.4% | $4,028-39.8% |
| Admin fee / account holder | $662 | $6,276-89.4% | $10,005-93.4% | $5,403-87.7% |