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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 | $21,128 | $167,352-87.4% | $143,788-85.3% | $134,509-84.3% |
| Participation rate | 43.5% | 84.8%-41.3pp | 80.3%-36.8pp | 81.2%-37.7pp |
| Annual return | -19.78% | 0.47%-20.3pp | -0.03%-19.7pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,264 | $5,620-77.5% | $4,952-74.5% | $4,741-73.3% |
| Participant deferral / active EE | $2,055 | $6,447-68.1% | $5,638-63.6% | $6,400-67.9% |
| Admin fee / account holder | $1,204 | $18,091-93.3% | $14,675-91.8% | $11,427-89.5% |