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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 | $18,452 | $82,678-77.7% | $125,391-85.3% | $68,490-73.1% |
| Participation rate | 40.5% | 75.1%-34.5pp | 82.4%-41.8pp | 67.9%-27.4pp |
| Annual return | -17.55% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,764 | $3,382-47.8% | $4,816-63.4% | $2,597-32.1% |
| Participant deferral / active EE | $2,500 | $6,111-59.1% | $7,448-66.4% | $4,028-37.9% |
| Admin fee / account holder | $3,247 | $6,277-48.3% | $10,009-67.6% | $5,403-39.9% |