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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 | $23,617 | $57,352-58.8% | $83,830-71.8% | $64,173-63.2% |
| Participation rate | 39.1% | 68.6%-29.5pp | 76.1%-37.0pp | 69.6%-30.4pp |
| Annual return | -4.43% | 11.38%-15.8pp | 850.97%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,683 | $2,546+44.7% | $3,631+1.4% | $2,381+54.7% |
| Participant deferral / active EE | $423 | $2,993-85.9% | $4,082-89.6% | $3,470-87.8% |
| Admin fee / account holder | $918 | $4,046-77.3% | $5,479-83.2% | $4,887-81.2% |