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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 | $46,482 | $52,678-11.8% | $75,784-38.7% | $59,633-22.1% |
| Participation rate | 11.8% | 67.2%-55.5pp | 75.8%-64.1pp | 68.7%-56.9pp |
| Annual return | 0.34% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $450 | $2,193-79.5% | $3,323-86.5% | $2,203-79.6% |
| Participant deferral / active EE | $726 | $2,591-72.0% | $3,652-80.1% | $3,192-77.2% |
| Admin fee / account holder | $20,035 | $3,610+455.0% | $5,300+278.0% | $4,297+366.3% |