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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 | $227,825 | $140,578+62.1% | $100,671+126.3% | $125,389+81.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | -3.34% | 24.67%-28.0pp | 20.43%-23.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $26,000 | $5,965+335.9% | $4,012+548.0% | $4,866+434.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,235 | $6,716-81.6% | $4,850-74.5% | $9,541-87.1% |