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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 | $90,193 | $82,674+9.1% | $125,381-28.1% | $68,486+31.7% |
| Participation rate | 39.3% | 75.1%-35.8pp | 82.4%-43.1pp | 67.9%-28.6pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,144 | $3,382-66.2% | $4,815-76.2% | $2,597-55.9% |
| Participant deferral / active EE | $2,039 | $6,111-66.6% | $7,448-72.6% | $4,028-49.4% |
| Admin fee / account holder | $8,589 | $6,277+36.8% | $10,007-14.2% | $5,404+58.9% |