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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 | $15,134 | $54,239-72.1% | $70,098-78.4% | $68,495-77.9% |
| Participation rate | 21.9% | 64.5%-42.6pp | 70.5%-48.6pp | 67.9%-46.0pp |
| Annual return | -17.24% | -13.87%-3.4pp | 190.76%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $314 | $2,957-89.4% | $3,849-91.9% | $4,028-92.2% |
| Admin fee / account holder | $1,641 | $4,691-65.0% | $6,266-73.8% | $5,403-69.6% |