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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 | $63,995 | $82,674-22.6% | $125,381-49.0% | $68,486-6.6% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.4%-54.8pp | 67.9%-40.3pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $719 | $3,382-78.7% | $4,815-85.1% | $2,597-72.3% |
| Participant deferral / active EE | $1,689 | $6,111-72.4% | $7,448-77.3% | $4,028-58.1% |
| Admin fee / account holder | $8,422 | $6,277+34.2% | $10,007-15.8% | $5,404+55.9% |