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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 | $39,056 | $82,674-52.8% | $125,363-68.8% | $68,495-43.0% |
| Participation rate | 23.1% | 75.0%-52.0pp | 82.4%-59.3pp | 67.9%-44.8pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $867 | $3,382-74.4% | $4,815-82.0% | $2,596-66.6% |
| Participant deferral / active EE | $1,900 | $6,111-68.9% | $7,447-74.5% | $4,028-52.8% |
| Admin fee / account holder | $905 | $6,276-85.6% | $10,005-91.0% | $5,403-83.2% |