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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 | $22,548 | $57,350-60.7% | $83,850-73.1% | $64,181-64.9% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -2.32% | 11.38%-13.7pp | 850.92%-853.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $650 | $2,545-74.4% | $3,631-82.1% | $2,381-72.7% |
| Participant deferral / active EE | $1,171 | $2,993-60.9% | $4,082-71.3% | $3,470-66.2% |
| Admin fee / account holder | $1,008 | $4,046-75.1% | $5,478-81.6% | $4,887-79.4% |