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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% | $125,381-75.0% | $68,486-54.2% |
| Participation rate | 36.8% | 75.1%-38.2pp | 82.4%-45.5pp | 67.9%-31.1pp |
| Annual return | -12.22% | -5.97%-6.2pp | 572.31%-584.5pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,475 | $3,382-56.4% | $4,815-69.4% | $2,597-43.2% |
| Participant deferral / active EE | $2,427 | $6,111-60.3% | $7,448-67.4% | $4,028-39.7% |
| Admin fee / account holder | $532 | $6,277-91.5% | $10,007-94.7% | $5,404-90.2% |