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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 | $47,939 | $54,355-11.8% | $82,744-42.1% | $68,486-30.0% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -9.50% | -13.67%+4.2pp | 702.22%-711.7pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,577 | $2,219-28.9% | $3,008-47.6% | $2,597-39.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $25,451 | $4,397+478.9% | $5,325+378.0% | $5,404+371.0% |