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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 | $24,104 | $50,947-52.7% | $74,551-67.7% | $64,173-62.4% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.1%-22.1pp | 69.6%-22.5pp |
| Annual return | -1.90% | -1.85%0pp | 32.53%-34.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $821 | $2,302-64.3% | $3,108-73.6% | $3,470-76.3% |
| Admin fee / account holder | $528 | $4,221-87.5% | $5,059-89.6% | $4,887-89.2% |