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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 | $34,164 | $133,981-74.5% | $112,249-69.6% | $134,532-74.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -18.47% | 47.16%-65.6pp | 27.48%-46.0pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,157 | $4,040-71.4% | $3,636-68.2% | $4,741-75.6% |
| Participant deferral / active EE | $1,157 | $5,292-78.1% | $4,729-75.5% | $6,401-81.9% |
| Admin fee / account holder | $343 | $7,492-95.4% | $6,412-94.7% | $11,429-97.0% |