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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 | $19,258 | $54,370-64.6% | $82,763-76.7% | $68,490-71.9% |
| Participation rate | 30.3% | 63.9%-33.6pp | 72.6%-42.2pp | 67.9%-37.6pp |
| Annual return | -15.91% | -13.67%-2.2pp | 702.45%-718.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $696 | $2,219-68.6% | $3,008-76.9% | $2,597-73.2% |
| Participant deferral / active EE | $671 | $3,247-79.3% | $4,395-84.7% | $4,028-83.3% |
| Admin fee / account holder | $518 | $4,398-88.2% | $5,325-90.3% | $5,403-90.4% |