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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 | $152,584 | $82,674+84.6% | $125,381+21.7% | $68,486+122.8% |
| Participation rate | 12.0% | 75.1%-63.1pp | 82.4%-70.4pp | 67.9%-55.9pp |
| Annual return | -1.44% | -5.97%+4.5pp | 572.31%-573.8pp | -7.85%+6.4pp |
| Employer contribution / active EE | $965 | $3,382-71.5% | $4,815-80.0% | $2,597-62.8% |
| Participant deferral / active EE | $1,952 | $6,111-68.1% | $7,448-73.8% | $4,028-51.5% |
| Admin fee / account holder | $375 | $6,277-94.0% | $10,007-96.3% | $5,404-93.1% |