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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 | $24,636 | $82,674-70.2% | $125,363-80.3% | $68,495-64.0% |
| Participation rate | 47.6% | 75.0%-27.4pp | 82.4%-34.8pp | 67.9%-20.3pp |
| Annual return | -15.99% | -5.97%-10.0pp | 572.15%-588.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,141 | $3,382-36.7% | $4,815-55.5% | $2,596-17.5% |
| Participant deferral / active EE | $2,386 | $6,111-61.0% | $7,447-68.0% | $4,028-40.8% |
| Admin fee / account holder | $1,493 | $6,276-76.2% | $10,005-85.1% | $5,403-72.4% |