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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 | $44,071 | $91,537-51.9% | $130,045-66.1% | $75,173-41.4% |
| Participation rate | 36.0% | 71.5%-35.5pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 15.16% | -631.55%+646.7pp | -137.30%+152.5pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,332 | $4,343-69.3% | $5,820-77.1% | $4,126-67.7% |
| Admin fee / account holder | $1,342 | $6,780-80.2% | $10,600-87.3% | $5,651-76.3% |