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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 | $59,123 | $49,177+20.2% | $79,467-25.6% | $64,173-7.9% |
| Participation rate | 23.8% | 65.0%-41.2pp | 73.3%-49.5pp | 69.6%-45.8pp |
| Annual return | -6.30% | -1.16%-5.1pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $758 | $2,821-73.1% | $3,704-79.5% | $3,470-78.2% |
| Admin fee / account holder | $1,347 | $3,839-64.9% | $5,104-73.6% | $4,887-72.4% |