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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 | $20,124 | $54,370-63.0% | $82,763-75.7% | $68,490-70.6% |
| Participation rate | 44.6% | 63.9%-19.3pp | 72.6%-27.9pp | 67.9%-23.3pp |
| Annual return | -19.46% | -13.67%-5.8pp | 702.45%-721.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,643 | $2,219-26.0% | $3,008-45.4% | $2,597-36.7% |
| Participant deferral / active EE | $848 | $3,247-73.9% | $4,395-80.7% | $4,028-78.9% |
| Admin fee / account holder | $2,601 | $4,398-40.9% | $5,325-51.2% | $5,403-51.9% |