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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 | $21,341 | $82,678-74.2% | $125,391-83.0% | $68,490-68.8% |
| Participation rate | 44.3% | 75.1%-30.7pp | 82.4%-38.1pp | 67.9%-23.6pp |
| Annual return | -6.50% | -5.97%-0.5pp | 572.41%-578.9pp | -7.85%+1.4pp |
| Employer contribution / active EE | $1,279 | $3,382-62.2% | $4,816-73.4% | $2,597-50.7% |
| Participant deferral / active EE | $2,232 | $6,111-63.5% | $7,448-70.0% | $4,028-44.6% |
| Admin fee / account holder | $554 | $6,277-91.2% | $10,009-94.5% | $5,403-89.8% |