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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 | $26,082 | $56,200-53.6% | $67,653-61.4% | $59,633-56.3% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -0.38% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,082 | $2,843-61.9% | $3,560-69.6% | $3,192-66.1% |
| Admin fee / account holder | $351 | $3,959-91.1% | $4,821-92.7% | $4,297-91.8% |