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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 | $28,117 | $91,537-69.3% | $130,045-78.4% | $75,173-62.6% |
| Participation rate | 51.7% | 71.5%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 17.19% | -631.55%+648.7pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $983 | $2,845-65.4% | $4,321-77.2% | $2,671-63.2% |
| Participant deferral / active EE | $1,447 | $4,343-66.7% | $5,820-75.1% | $4,126-64.9% |
| Admin fee / account holder | $928 | $6,780-86.3% | $10,600-91.2% | $5,651-83.6% |