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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 | $48,636 | $67,396-27.8% | $60,919-20.2% | $134,545-63.9% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -14.91% | 50.12%-65.0pp | 16.96%-31.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $529 | $3,101-83.0% | $2,704-80.5% | $4,742-88.9% |
| Participant deferral / active EE | $529 | $4,534-88.3% | $3,814-86.1% | $6,401-91.7% |
| Admin fee / account holder | $2,820 | $4,590-38.6% | $3,228-12.6% | $11,431-75.3% |