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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 | $28,500 | $95,979-70.3% | $74,551-61.8% | $135,380-78.9% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -5.59% | 56.97%-62.6pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $406 | $2,716-85.1% | $1,961-79.3% | $4,779-91.5% |
| Participant deferral / active EE | $656 | $3,844-82.9% | $3,108-78.9% | $5,609-88.3% |
| Admin fee / account holder | $1,102 | $6,522-83.1% | $5,059-78.2% | $10,828-89.8% |