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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 | $110,982 | $82,674+34.2% | $125,363-11.5% | $68,495+62.0% |
| Participation rate | 41.9% | 75.0%-33.2pp | 82.4%-40.5pp | 67.9%-26.0pp |
| Annual return | -10.84% | -5.97%-4.9pp | 572.15%-583.0pp | -7.84%-3.0pp |
| Employer contribution / active EE | $908 | $3,382-73.2% | $4,815-81.1% | $2,596-65.0% |
| Participant deferral / active EE | $2,449 | $6,111-59.9% | $7,447-67.1% | $4,028-39.2% |
| Admin fee / account holder | $13,509 | $6,276+115.2% | $10,005+35.0% | $5,403+150.0% |