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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 | $18,539 | $82,674-77.6% | $125,381-85.2% | $68,486-72.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $926 | $3,382-72.6% | $4,815-80.8% | $2,597-64.4% |
| Participant deferral / active EE | $1,252 | $6,111-79.5% | $7,448-83.2% | $4,028-68.9% |
| Admin fee / account holder | $8,676 | $6,277+38.2% | $10,007-13.3% | $5,404+60.6% |