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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 | $22,329 | $82,674-73.0% | $125,363-82.2% | $68,495-67.4% |
| Participation rate | 34.6% | 75.0%-40.4pp | 82.4%-47.8pp | 67.9%-33.3pp |
| Annual return | -0.81% | -5.97%+5.2pp | 572.15%-573.0pp | -7.84%+7.0pp |
| Employer contribution / active EE | $874 | $3,382-74.1% | $4,815-81.8% | $2,596-66.3% |
| Participant deferral / active EE | $1,677 | $6,111-72.6% | $7,447-77.5% | $4,028-58.4% |
| Admin fee / account holder | $4,421 | $6,276-29.6% | $10,005-55.8% | $5,403-18.2% |