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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 | $66,680 | $75,832-12.1% | $147,617-54.8% | $59,633+11.8% |
| Participation rate | 20.3% | 71.6%-51.3pp | 84.6%-64.4pp | 68.7%-48.4pp |
| Annual return | 0.34% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $372 | $3,485-89.3% | $5,564-93.3% | $2,203-83.1% |
| Participant deferral / active EE | $798 | $3,131-74.5% | $4,895-83.7% | $3,192-75.0% |
| Admin fee / account holder | $2,211 | $5,986-63.1% | $11,612-81.0% | $4,297-48.6% |