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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 | $54,082 | $91,537-40.9% | $130,045-58.4% | $75,173-28.1% |
| Participation rate | 30.8% | 71.5%-40.7pp | 78.5%-47.7pp | 67.2%-36.4pp |
| Annual return | 15.13% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $778 | $2,845-72.7% | $4,321-82.0% | $2,671-70.9% |
| Participant deferral / active EE | $1,755 | $4,343-59.6% | $5,820-69.9% | $4,126-57.5% |
| Admin fee / account holder | $21,530 | $6,780+217.6% | $10,600+103.1% | $5,651+281.0% |