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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 | $23,134 | $56,339-58.9% | $104,301-77.8% | $68,495-66.2% |
| Participation rate | 23.1% | 63.3%-40.2pp | 73.3%-50.2pp | 67.9%-44.8pp |
| Annual return | -18.39% | -9.19%-9.2pp | 24.61%-43.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $650 | $1,960-66.8% | $3,373-80.7% | $2,596-75.0% |
| Participant deferral / active EE | $950 | $3,077-69.1% | $4,626-79.5% | $4,028-76.4% |
| Admin fee / account holder | $977 | $4,902-80.1% | $7,340-86.7% | $5,403-81.9% |