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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 | $23,395 | $133,981-82.5% | $112,249-79.2% | $134,532-82.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -13.91% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $837 | $4,040-79.3% | $3,636-77.0% | $4,741-82.3% |
| Participant deferral / active EE | $508 | $5,292-90.4% | $4,729-89.3% | $6,401-92.1% |
| Admin fee / account holder | $2,169 | $7,492-71.1% | $6,412-66.2% | $11,429-81.0% |