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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 | $20,588 | $95,895-78.5% | $79,576-74.1% | $134,509-84.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.16% | -2.72%-16.4pp | 0.15%-19.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $721 | $3,128-77.0% | $2,413-70.1% | $4,741-84.8% |
| Participant deferral / active EE | $903 | $4,693-80.8% | $3,985-77.3% | $6,400-85.9% |
| Admin fee / account holder | $512 | $9,129-94.4% | $6,834-92.5% | $11,427-95.5% |