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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 | $20,869 | $105,861-80.3% | $90,756-77.0% | $134,509-84.5% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -20.10% | -10.99%-9.1pp | -12.16%-7.9pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,156 | $3,463-66.6% | $2,922-60.4% | $4,741-75.6% |
| Participant deferral / active EE | $1,221 | $5,217-76.6% | $4,565-73.3% | $6,400-80.9% |
| Admin fee / account holder | $410 | $13,938-97.1% | $8,445-95.2% | $11,427-96.4% |