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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 | $40,207 | $82,674-51.4% | $125,363-67.9% | $68,495-41.3% |
| Participation rate | 38.9% | 75.0%-36.2pp | 82.4%-43.5pp | 67.9%-29.0pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $914 | $3,382-73.0% | $4,815-81.0% | $2,596-64.8% |
| Participant deferral / active EE | $1,702 | $6,111-72.1% | $7,447-77.1% | $4,028-57.7% |
| Admin fee / account holder | $493 | $6,276-92.1% | $10,005-95.1% | $5,403-90.9% |