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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 | $89,020 | $82,674+7.7% | $125,381-29.0% | $68,486+30.0% |
| Participation rate | 30.4% | 75.1%-44.6pp | 82.4%-51.9pp | 67.9%-37.5pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,161 | $3,382-65.7% | $4,815-75.9% | $2,597-55.3% |
| Participant deferral / active EE | $2,216 | $6,111-63.7% | $7,448-70.2% | $4,028-45.0% |
| Admin fee / account holder | $4,830 | $6,277-23.1% | $10,007-51.7% | $5,404-10.6% |