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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 | $42,023 | $71,873-41.5% | $86,698-51.5% | $68,490-38.6% |
| Participation rate | 40.5% | 72.2%-31.7pp | 76.6%-36.0pp | 67.9%-27.4pp |
| Annual return | -18.25% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,244 | $3,779-67.1% | $4,656-73.3% | $4,028-69.1% |
| Admin fee / account holder | $2,200 | $6,110-64.0% | $7,492-70.6% | $5,403-59.3% |