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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 | $27,387 | $40,275-32.0% | $57,356-52.2% | $59,633-54.1% |
| Participation rate | 17.3% | 69.1%-51.8pp | 75.1%-57.8pp | 68.7%-51.4pp |
| Annual return | -0.53% | 27.52%-28.1pp | 24.41%-24.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $475 | $2,400-80.2% | $3,162-85.0% | $3,192-85.1% |
| Admin fee / account holder | $445 | $2,820-84.2% | $3,357-86.8% | $4,297-89.7% |