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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 | $19,263 | $82,674-76.7% | $125,381-84.6% | $68,486-71.9% |
| Participation rate | 28.3% | 75.1%-46.8pp | 82.4%-54.1pp | 67.9%-39.6pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $697 | $3,382-79.4% | $4,815-85.5% | $2,597-73.2% |
| Participant deferral / active EE | $1,118 | $6,111-81.7% | $7,448-85.0% | $4,028-72.2% |
| Admin fee / account holder | $685 | $6,277-89.1% | $10,007-93.2% | $5,404-87.3% |