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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 | $26,705 | $105,866-74.8% | $90,766-70.6% | $134,545-80.2% |
| Participation rate | 52.6% | 78.3%-25.6pp | 75.7%-23.1pp | 81.2%-28.6pp |
| Annual return | -16.95% | -10.99%-6.0pp | -12.16%-4.8pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,339 | $3,464-61.3% | $2,922-54.2% | $4,742-71.8% |
| Participant deferral / active EE | $996 | $5,217-80.9% | $4,565-78.2% | $6,401-84.4% |
| Admin fee / account holder | $4,189 | $13,938-69.9% | $8,446-50.4% | $11,431-63.3% |