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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 | $92,197 | $56,197+64.1% | $67,652+36.3% | $59,633+54.6% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -1.61% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $584 | $1,615-63.8% | $2,266-74.2% | $2,203-73.5% |
| Participant deferral / active EE | $1,147 | $2,844-59.6% | $3,560-67.8% | $3,192-64.1% |
| Admin fee / account holder | $1,927 | $3,958-51.3% | $4,821-60.0% | $4,297-55.2% |