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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 | $30,430 | $58,320-47.8% | $86,438-64.8% | $66,938-54.5% |
| Participation rate | 52.7% | 78.6%-25.9pp | 80.3%-27.7pp | 69.8%-17.1pp |
| Annual return | -13.63% | -9.71%-3.9pp | 4397.19%-4410.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,696 | $2,615-35.2% | $3,769-55.0% | $2,545-33.4% |
| Participant deferral / active EE | $3,312 | $6,899-52.0% | $6,952-52.4% | $4,238-21.8% |
| Admin fee / account holder | $879 | $546+61.0% | $6,733-86.9% | $594+48.1% |