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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 | $26,178 | $73,009-64.1% | $90,756-71.2% | $68,495-61.8% |
| Participation rate | 65.3% | 70.8%-5.5pp | 75.7%-10.4pp | 67.9%-2.6pp |
| Annual return | -5.01% | -13.81%+8.8pp | -12.16%+7.1pp | -7.84%+2.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,023 | $3,626-71.8% | $4,565-77.6% | $4,028-74.6% |
| Admin fee / account holder | $547 | $5,896-90.7% | $8,445-93.5% | $5,403-89.9% |