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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 | $14,898 | $69,012-78.4% | $160,037-90.7% | $68,490-78.2% |
| Participation rate | 46.2% | 65.4%-19.3pp | 78.0%-31.8pp | 67.9%-21.7pp |
| Annual return | -14.47% | -9.65%-4.8pp | 408.95%-423.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $900 | $2,212-59.3% | $4,226-78.7% | $2,597-65.4% |
| Participant deferral / active EE | $1,349 | $4,212-68.0% | $6,184-78.2% | $4,028-66.5% |
| Admin fee / account holder | $1,539 | $4,798-67.9% | $8,716-82.3% | $5,403-71.5% |