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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 | $18,657 | $57,352-67.5% | $83,831-77.7% | $64,173-70.9% |
| Participation rate | 54.8% | 68.6%-13.8pp | 76.1%-21.3pp | 69.6%-14.7pp |
| Annual return | -8.32% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $433 | $2,993-85.5% | $4,082-89.4% | $3,470-87.5% |
| Admin fee / account holder | $641 | $4,046-84.2% | $5,479-88.3% | $4,887-86.9% |