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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 | $112,252 | $73,019+53.7% | $90,766+23.7% | $68,490+63.9% |
| Participation rate | 61.8% | 70.8%-9.1pp | 75.7%-13.9pp | 67.9%-6.1pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,276 | $3,626-64.8% | $4,565-72.1% | $4,028-68.3% |
| Admin fee / account holder | $1,739 | $5,897-70.5% | $8,446-79.4% | $5,403-67.8% |