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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 | $28,039 | $82,678-66.1% | $125,391-77.6% | $68,490-59.1% |
| Participation rate | 16.7% | 75.1%-58.4pp | 82.4%-65.7pp | 67.9%-51.2pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.41%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $858 | $3,382-74.6% | $4,816-82.2% | $2,597-67.0% |
| Participant deferral / active EE | $1,220 | $6,111-80.0% | $7,448-83.6% | $4,028-69.7% |
| Admin fee / account holder | $2,941 | $6,277-53.2% | $10,009-70.6% | $5,403-45.6% |