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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 | $40,500 | $64,716-37.4% | $112,258-63.9% | $68,495-40.9% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.2pp |
| Annual return | -18.76% | -11.40%-7.4pp | 27.47%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,240 | $3,565-65.2% | $4,728-73.8% | $4,028-69.2% |
| Admin fee / account holder | $8,443 | $5,232+61.4% | $6,411+31.7% | $5,403+56.3% |