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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 | $31,571 | $48,235-34.5% | $68,803-54.1% | $68,490-53.9% |
| Participation rate | 22.1% | 60.7%-38.6pp | 69.0%-46.9pp | 67.9%-45.8pp |
| Annual return | -11.56% | -12.70%+1.1pp | -6.37%-5.2pp | -7.85%-3.7pp |
| Employer contribution / active EE | $406 | $1,829-77.8% | $2,656-84.7% | $2,597-84.4% |
| Participant deferral / active EE | $907 | $2,867-68.4% | $3,942-77.0% | $4,028-77.5% |
| Admin fee / account holder | $1,008 | $4,361-76.9% | $4,936-79.6% | $5,403-81.3% |