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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 | $38,328 | $50,947-24.8% | $74,551-48.6% | $64,173-40.3% |
| Participation rate | 18.6% | 61.1%-42.5pp | 69.1%-50.5pp | 69.6%-51.0pp |
| Annual return | -5.39% | -1.85%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $235 | $1,115-78.9% | $1,961-88.0% | $2,381-90.1% |
| Participant deferral / active EE | $735 | $2,302-68.1% | $3,108-76.4% | $3,470-78.8% |
| Admin fee / account holder | $536 | $4,221-87.3% | $5,059-89.4% | $4,887-89.0% |