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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 | $18,492 | $82,678-77.6% | $125,391-85.3% | $68,490-73.0% |
| Participation rate | 17.2% | 75.1%-57.9pp | 82.4%-65.2pp | 67.9%-50.7pp |
| Annual return | -19.36% | -5.97%-13.4pp | 572.41%-591.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $744 | $3,382-78.0% | $4,816-84.6% | $2,597-71.4% |
| Participant deferral / active EE | $1,053 | $6,111-82.8% | $7,448-85.9% | $4,028-73.9% |
| Admin fee / account holder | $993 | $6,277-84.2% | $10,009-90.1% | $5,403-81.6% |