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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 | $28,029 | $58,587-52.2% | $83,322-66.4% | $64,173-56.3% |
| Participation rate | 36.8% | 72.0%-35.2pp | 77.8%-40.9pp | 69.6%-32.7pp |
| Annual return | -6.42% | 9.65%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $586 | $2,098-72.1% | $3,379-82.7% | $2,381-75.4% |
| Participant deferral / active EE | $904 | $4,654-80.6% | $5,565-83.8% | $3,470-74.0% |
| Admin fee / account holder | $1,300 | $9,279-86.0% | $7,540-82.8% | $4,887-73.4% |