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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 | $29,394 | $73,102-59.8% | $123,549-76.2% | $56,287-47.8% |
| Participation rate | 36.3% | 74.3%-38.0pp | 82.3%-46.0pp | 69.9%-33.6pp |
| Annual return | -5.95% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $664 | $5,423-87.7% | $6,426-89.7% | $3,350-80.2% |
| Admin fee / account holder | $636 | $554+14.9% | $9,284-93.1% | $521+22.1% |