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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 | $39,230 | $82,674-52.5% | $125,381-68.7% | $68,486-42.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $995 | $3,382-70.6% | $4,815-79.3% | $2,597-61.7% |
| Participant deferral / active EE | $2,390 | $6,111-60.9% | $7,448-67.9% | $4,028-40.7% |
| Admin fee / account holder | $7,037 | $6,277+12.1% | $10,007-29.7% | $5,404+30.2% |