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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 | $30,022 | $82,674-63.7% | $125,363-76.1% | $68,495-56.2% |
| Participation rate | 35.1% | 75.0%-39.9pp | 82.4%-47.2pp | 67.9%-32.8pp |
| Annual return | -14.28% | -5.97%-8.3pp | 572.15%-586.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,329 | $3,382-60.7% | $4,815-72.4% | $2,596-48.8% |
| Participant deferral / active EE | $2,432 | $6,111-60.2% | $7,447-67.3% | $4,028-39.6% |
| Admin fee / account holder | $1,257 | $6,276-80.0% | $10,005-87.4% | $5,403-76.7% |