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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 | $23,443 | $82,674-71.6% | $125,363-81.3% | $68,495-65.8% |
| Participation rate | 34.8% | 75.0%-40.3pp | 82.4%-47.6pp | 67.9%-33.1pp |
| Annual return | -14.01% | -5.97%-8.0pp | 572.15%-586.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $745 | $3,382-78.0% | $4,815-84.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,533 | $6,111-74.9% | $7,447-79.4% | $4,028-61.9% |
| Admin fee / account holder | $1,402 | $6,276-77.7% | $10,005-86.0% | $5,403-74.1% |