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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 | $23,256 | $82,674-71.9% | $125,381-81.5% | $68,486-66.0% |
| Participation rate | 61.5% | 75.1%-13.5pp | 82.4%-20.8pp | 67.9%-6.4pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.31%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,130 | $3,382-37.0% | $4,815-55.8% | $2,597-18.0% |
| Participant deferral / active EE | $2,479 | $6,111-59.4% | $7,448-66.7% | $4,028-38.5% |
| Admin fee / account holder | $4,206 | $6,277-33.0% | $10,007-58.0% | $5,404-22.2% |