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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 | $49,830 | $82,674-39.7% | $125,381-60.3% | $68,486-27.2% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $970 | $3,382-71.3% | $4,815-79.9% | $2,597-62.6% |
| Participant deferral / active EE | $1,967 | $6,111-67.8% | $7,448-73.6% | $4,028-51.2% |
| Admin fee / account holder | $8,262 | $6,277+31.6% | $10,007-17.4% | $5,404+52.9% |