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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 | $31,350 | $82,674-62.1% | $125,363-75.0% | $68,495-54.2% |
| Participation rate | 36.8% | 75.0%-38.2pp | 82.4%-45.5pp | 67.9%-31.0pp |
| Annual return | -12.22% | -5.97%-6.2pp | 572.15%-584.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,475 | $3,382-56.4% | $4,815-69.4% | $2,596-43.2% |
| Participant deferral / active EE | $2,427 | $6,111-60.3% | $7,447-67.4% | $4,028-39.7% |
| Admin fee / account holder | $532 | $6,276-91.5% | $10,005-94.7% | $5,403-90.2% |