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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 | $45,085 | $82,674-45.5% | $125,381-64.0% | $68,486-34.2% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -15.54% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,327 | $3,382-60.7% | $4,815-72.4% | $2,597-48.9% |
| Participant deferral / active EE | $2,181 | $6,111-64.3% | $7,448-70.7% | $4,028-45.9% |
| Admin fee / account holder | $333 | $6,277-94.7% | $10,007-96.7% | $5,404-93.8% |