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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 | $27,720 | $77,817-64.4% | $123,553-77.6% | $64,173-56.8% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -6.66% | 12.49%-19.1pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $628 | $3,014-79.2% | $4,628-86.4% | $2,381-73.6% |
| Participant deferral / active EE | $1,579 | $5,240-69.9% | $6,426-75.4% | $3,470-54.5% |
| Admin fee / account holder | $8,955 | $5,519+62.3% | $9,284-3.5% | $4,887+83.2% |