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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 | $41,645 | $82,674-49.6% | $125,381-66.8% | $68,486-39.2% |
| Participation rate | 35.7% | 75.1%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -12.93% | -5.97%-7.0pp | 572.31%-585.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $923 | $3,382-72.7% | $4,815-80.8% | $2,597-64.5% |
| Participant deferral / active EE | $1,998 | $6,111-67.3% | $7,448-73.2% | $4,028-50.4% |
| Admin fee / account holder | $8,531 | $6,277+35.9% | $10,007-14.7% | $5,404+57.9% |