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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 | $25,560 | $50,947-49.8% | $74,551-65.7% | $64,173-60.2% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -5.60% | -1.85%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $209 | $1,115-81.3% | $1,961-89.4% | $2,381-91.2% |
| Participant deferral / active EE | $966 | $2,302-58.0% | $3,108-68.9% | $3,470-72.2% |
| Admin fee / account holder | $3,306 | $4,221-21.7% | $5,059-34.6% | $4,887-32.4% |