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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 | $28,778 | $72,404-60.3% | $110,243-73.9% | $64,173-55.2% |
| Participation rate | 51.0% | 73.3%-22.3pp | 79.8%-28.8pp | 69.6%-18.5pp |
| Annual return | -7.68% | -6.29%-1.4pp | 314.76%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $600 | $2,282-73.7% | $3,827-84.3% | $2,381-74.8% |
| Participant deferral / active EE | $1,526 | $3,469-56.0% | $4,672-67.3% | $3,470-56.0% |
| Admin fee / account holder | $1,531 | $5,664-73.0% | $8,548-82.1% | $4,887-68.7% |