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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 | $32,673 | $82,674-60.5% | $125,381-73.9% | $68,486-52.3% |
| Participation rate | 31.0% | 75.1%-44.1pp | 82.4%-51.4pp | 67.9%-36.9pp |
| Annual return | -12.32% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $967 | $3,382-71.4% | $4,815-79.9% | $2,597-62.7% |
| Participant deferral / active EE | $1,557 | $6,111-74.5% | $7,448-79.1% | $4,028-61.3% |
| Admin fee / account holder | $792 | $6,277-87.4% | $10,007-92.1% | $5,404-85.3% |