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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 | $30,266 | $64,729-53.2% | $112,263-73.0% | $68,490-55.8% |
| Participation rate | 29.5% | 67.2%-37.6pp | 75.1%-45.6pp | 67.9%-38.4pp |
| Annual return | -11.03% | -11.40%+0.4pp | 27.49%-38.5pp | -7.85%-3.2pp |
| Employer contribution / active EE | $903 | $2,746-67.1% | $3,636-75.2% | $2,597-65.2% |
| Participant deferral / active EE | $1,388 | $3,566-61.1% | $4,729-70.6% | $4,028-65.5% |
| Admin fee / account holder | $469 | $5,222-91.0% | $6,410-92.7% | $5,403-91.3% |