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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 | $20,713 | $82,678-74.9% | $125,391-83.5% | $68,490-69.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -16.82% | -5.97%-10.9pp | 572.41%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $872 | $3,382-74.2% | $4,816-81.9% | $2,597-66.4% |
| Participant deferral / active EE | $1,322 | $6,111-78.4% | $7,448-82.2% | $4,028-67.2% |
| Admin fee / account holder | $309 | $6,277-95.1% | $10,009-96.9% | $5,403-94.3% |