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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 | $35,546 | $59,111-39.9% | $86,451-58.9% | $68,490-48.1% |
| Participation rate | 61.9% | 75.2%-13.3pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -16.08% | -0.22%-15.9pp | 4398.51%-4414.6pp | -7.85%-8.2pp |
| Employer contribution / active EE | $391 | $2,519-84.5% | $3,770-89.6% | $2,597-85.0% |
| Participant deferral / active EE | $2,127 | $5,900-63.9% | $6,953-69.4% | $4,028-47.2% |
| Admin fee / account holder | $2,086 | $5,640-63.0% | $6,734-69.0% | $5,403-61.4% |