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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 | $67,046 | $64,716+3.6% | $112,258-40.3% | $68,495-2.1% |
| Participation rate | 4.0% | 67.2%-63.2pp | 75.1%-71.1pp | 67.9%-63.9pp |
| Annual return | -4.15% | -11.40%+7.3pp | 27.47%-31.6pp | -7.84%+3.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $330 | $3,565-90.7% | $4,728-93.0% | $4,028-91.8% |
| Admin fee / account holder | $1,364 | $5,232-73.9% | $6,411-78.7% | $5,403-74.8% |