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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 | $36,132 | $91,911-60.7% | $68,793-47.5% | $135,382-73.3% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -1.27% | -8.22%+7.0pp | -4.63%+3.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $474 | $3,924-87.9% | $2,625-82.0% | $4,779-90.1% |
| Participant deferral / active EE | $534 | $4,315-87.6% | $3,311-83.9% | $5,609-90.5% |
| Admin fee / account holder | $522 | $9,240-94.4% | $5,131-89.8% | $10,829-95.2% |