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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 | $79,488 | $54,370+46.2% | $82,763-4.0% | $68,490+16.1% |
| Participation rate | 22.2% | 63.9%-41.7pp | 72.6%-50.3pp | 67.9%-45.7pp |
| Annual return | -17.56% | -13.67%-3.9pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,854 | $2,219-16.5% | $3,008-38.4% | $2,597-28.6% |
| Participant deferral / active EE | $567 | $3,247-82.5% | $4,395-87.1% | $4,028-85.9% |
| Admin fee / account holder | $1,197 | $4,398-72.8% | $5,325-77.5% | $5,403-77.8% |