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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 | $22,424 | $82,674-72.9% | $125,381-82.1% | $68,486-67.3% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -9.39% | -5.97%-3.4pp | 572.31%-581.7pp | -7.85%-1.5pp |
| Employer contribution / active EE | $1,593 | $3,382-52.9% | $4,815-66.9% | $2,597-38.6% |
| Participant deferral / active EE | $1,680 | $6,111-72.5% | $7,448-77.4% | $4,028-58.3% |
| Admin fee / account holder | $495 | $6,277-92.1% | $10,007-95.1% | $5,404-90.8% |