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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 | $64,950 | $82,674-21.4% | $125,381-48.2% | $68,486-5.2% |
| Participation rate | 65.5% | 75.1%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -15.00% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,190 | $3,382-35.2% | $4,815-54.5% | $2,597-15.7% |
| Participant deferral / active EE | $1,706 | $6,111-72.1% | $7,448-77.1% | $4,028-57.6% |
| Admin fee / account holder | $1,608 | $6,277-74.4% | $10,007-83.9% | $5,404-70.2% |