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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 | $32,360 | $59,116-45.3% | $86,438-62.6% | $68,486-52.7% |
| Participation rate | 46.9% | 75.2%-28.3pp | 80.3%-33.4pp | 67.9%-21.0pp |
| Annual return | -16.69% | -0.23%-16.5pp | 4397.19%-4413.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $971 | $2,519-61.5% | $3,769-74.2% | $2,597-62.6% |
| Participant deferral / active EE | $1,973 | $5,902-66.6% | $6,952-71.6% | $4,028-51.0% |
| Admin fee / account holder | $1,092 | $5,639-80.6% | $6,733-83.8% | $5,404-79.8% |