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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 | $41,010 | $131,829-68.9% | $108,579-62.2% | $273,968-85.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $918 | $4,912-81.3% | $3,758-75.6% | $4,869-81.1% |
| Participant deferral / active EE | $918 | $5,127-82.1% | $4,311-78.7% | $5,287-82.6% |
| Admin fee / account holder | $9,730 | $10,252-5.1% | $7,645+27.3% | $10,132-4.0% |