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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 | $32,102 | $59,813-46.3% | $79,580-59.7% | $68,486-53.1% |
| Participation rate | 29.3% | 61.1%-31.8pp | 69.5%-40.2pp | 67.9%-38.6pp |
| Annual return | -13.73% | -12.30%-1.4pp | 0.15%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $358 | $1,505-76.2% | $2,413-85.2% | $2,597-86.2% |
| Participant deferral / active EE | $847 | $3,024-72.0% | $3,985-78.7% | $4,028-79.0% |
| Admin fee / account holder | $450 | $4,835-90.7% | $6,835-93.4% | $5,404-91.7% |