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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 | $28,813 | $54,353-47.0% | $82,726-65.2% | $68,498-57.9% |
| Participation rate | 52.3% | 63.9%-11.6pp | 72.6%-20.3pp | 67.9%-15.6pp |
| Annual return | -15.60% | -13.67%-1.9pp | 701.33%-716.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $446 | $2,218-79.9% | $3,009-85.2% | $2,596-82.8% |
| Participant deferral / active EE | $544 | $3,246-83.2% | $4,394-87.6% | $4,027-86.5% |
| Admin fee / account holder | $449 | $4,396-89.8% | $5,328-91.6% | $5,403-91.7% |