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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 | $24,162 | $49,280-51.0% | $67,313-64.1% | $64,173-62.3% |
| Participation rate | 48.6% | 60.8%-12.1pp | 69.1%-20.4pp | 69.6%-20.9pp |
| Annual return | -7.77% | -1.39%-6.4pp | -4.08%-3.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $634 | $1,668-62.0% | $2,566-75.3% | $2,381-73.4% |
| Participant deferral / active EE | $735 | $2,484-70.4% | $3,568-79.4% | $3,470-78.8% |
| Admin fee / account holder | $581 | $3,863-85.0% | $4,507-87.1% | $4,887-88.1% |