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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 | $20,071 | $64,729-69.0% | $112,263-82.1% | $68,490-70.7% |
| Participation rate | 65.7% | 67.2%-1.5pp | 75.1%-9.4pp | 67.9%-2.2pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.49%-44.1pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,379 | $2,746-13.4% | $3,636-34.6% | $2,597-8.4% |
| Participant deferral / active EE | $1,213 | $3,566-66.0% | $4,729-74.3% | $4,028-69.9% |
| Admin fee / account holder | $1,643 | $5,222-68.5% | $6,410-74.4% | $5,403-69.6% |