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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 | $43,602 | $82,674-47.3% | $125,381-65.2% | $68,486-36.3% |
| Participation rate | 34.0% | 75.1%-41.0pp | 82.4%-48.3pp | 67.9%-33.9pp |
| Annual return | -4.94% | -5.97%+1.0pp | 572.31%-577.2pp | -7.85%+2.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,029 | $6,111-83.2% | $7,448-86.2% | $4,028-74.5% |
| Admin fee / account holder | $330 | $6,277-94.7% | $10,007-96.7% | $5,404-93.9% |