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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 | $50,398 | $81,870-38.4% | $119,622-57.9% | $68,486-26.4% |
| Participation rate | 24.0% | 71.9%-47.9pp | 79.3%-55.3pp | 67.9%-43.9pp |
| Annual return | -15.22% | -23.82%+8.6pp | -14.98%-0.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $736 | $2,692-72.7% | $4,232-82.6% | $2,597-71.7% |
| Participant deferral / active EE | $1,684 | $4,148-59.4% | $5,601-69.9% | $4,028-58.2% |
| Admin fee / account holder | $1,356 | $6,583-79.4% | $10,328-86.9% | $5,404-74.9% |