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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 | $19,093 | $59,111-67.7% | $86,451-77.9% | $68,490-72.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -17.99% | -0.22%-17.8pp | 4398.51%-4416.5pp | -7.85%-10.1pp |
| Employer contribution / active EE | $836 | $2,519-66.8% | $3,770-77.8% | $2,597-67.8% |
| Participant deferral / active EE | $2,356 | $5,900-60.1% | $6,953-66.1% | $4,028-41.5% |
| Admin fee / account holder | $3,226 | $5,640-42.8% | $6,734-52.1% | $5,403-40.3% |