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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 | $25,604 | $50,947-49.7% | $74,551-65.7% | $64,173-60.1% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.1%-39.1pp | 69.6%-39.6pp |
| Annual return | -6.80% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $900 | $2,302-60.9% | $3,108-71.1% | $3,470-74.1% |
| Admin fee / account holder | $9,480 | $4,221+124.6% | $5,059+87.4% | $4,887+94.0% |