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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 | $23,257 | $54,320-57.2% | $67,652-65.6% | $52,331-55.6% |
| Participation rate | 33.9% | 73.6%-39.6pp | 75.7%-41.7pp | 68.1%-34.2pp |
| Annual return | -0.56% | 6.81%-7.4pp | 6625.40%-6626.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $579 | $1,544-62.5% | $2,266-74.5% | $1,882-69.3% |
| Participant deferral / active EE | $846 | $2,950-71.3% | $3,560-76.2% | $3,022-72.0% |
| Admin fee / account holder | $8,500 | $527+1514.2% | $4,821+76.3% | $592+1336.9% |