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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 | $122,774 | $78,694+56.0% | $67,652+81.5% | $125,389-2.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -1.78% | 9.46%-11.2pp | 6625.40%-6627.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,094 | $3,044-64.1% | $2,266-51.7% | $4,866-77.5% |
| Participant deferral / active EE | $1,094 | $4,292-74.5% | $3,560-69.3% | $5,352-79.6% |
| Admin fee / account holder | $885 | $7,403-88.0% | $4,821-81.6% | $9,541-90.7% |