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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 | $63,386 | $131,829-51.9% | $108,579-41.6% | $273,968-76.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,263 | $4,912-74.3% | $3,758-66.4% | $4,869-74.1% |
| Participant deferral / active EE | $1,298 | $5,127-74.7% | $4,311-69.9% | $5,287-75.5% |
| Admin fee / account holder | $3,296 | $10,252-67.9% | $7,645-56.9% | $10,132-67.5% |