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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 | $53,601 | $45,566+17.6% | $64,105-16.4% | $59,633-10.1% |
| Participation rate | 23.0% | 60.2%-37.2pp | 68.2%-45.2pp | 68.7%-45.7pp |
| Annual return | -0.34% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $267 | $934-71.4% | $1,820-85.3% | $2,203-87.9% |
| Participant deferral / active EE | $824 | $2,057-59.9% | $2,822-70.8% | $3,192-74.2% |
| Admin fee / account holder | $1,317 | $3,268-59.7% | $4,499-70.7% | $4,297-69.3% |