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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 | $41,751 | $82,674-49.5% | $125,363-66.7% | $68,495-39.0% |
| Participation rate | 37.1% | 75.0%-37.9pp | 82.4%-45.2pp | 67.9%-30.7pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.15%-588.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,068 | $3,382-68.4% | $4,815-77.8% | $2,596-58.9% |
| Participant deferral / active EE | $2,335 | $6,111-61.8% | $7,447-68.6% | $4,028-42.0% |
| Admin fee / account holder | $692 | $6,276-89.0% | $10,005-93.1% | $5,403-87.2% |