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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 | $17,534 | $43,504-59.7% | $68,612-74.4% | $56,287-68.8% |
| Participation rate | 42.1% | 67.8%-25.7pp | 72.2%-30.1pp | 69.9%-27.7pp |
| Annual return | 103.78% | -3.15%+106.9pp | -4.63%+108.4pp | -9.96%+113.7pp |
| Employer contribution / active EE | $513 | $1,525-66.4% | $2,625-80.5% | $2,111-75.7% |
| Participant deferral / active EE | $825 | $2,509-67.1% | $3,311-75.1% | $3,350-75.4% |
| Admin fee / account holder | $3,495 | $515+578.6% | $5,131-31.9% | $521+570.8% |