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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 | $44,241 | $82,678-46.5% | $125,391-64.7% | $68,490-35.4% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -14.96% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $767 | $3,382-77.3% | $4,816-84.1% | $2,597-70.5% |
| Participant deferral / active EE | $1,669 | $6,111-72.7% | $7,448-77.6% | $4,028-58.6% |
| Admin fee / account holder | $1,050 | $6,277-83.3% | $10,009-89.5% | $5,403-80.6% |