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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 | $35,096 | $56,197-37.5% | $67,652-48.1% | $59,633-41.1% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -1.94% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,040 | $2,844-63.4% | $3,560-70.8% | $3,192-67.4% |
| Admin fee / account holder | $1,194 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |