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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 | $36,606 | $42,910-14.7% | $60,919-39.9% | $68,490-46.6% |
| Participation rate | 33.3% | 66.8%-33.4pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -16.44% | -13.99%-2.4pp | 16.96%-33.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $497 | $1,978-74.9% | $2,704-81.6% | $2,597-80.9% |
| Participant deferral / active EE | $719 | $2,866-74.9% | $3,814-81.2% | $4,028-82.2% |
| Admin fee / account holder | $2,557 | $3,104-17.6% | $3,228-20.8% | $5,403-52.7% |