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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 | $11,044 | $73,848-85.0% | $143,799-92.3% | $68,486-83.9% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.8pp | 67.9%-37.3pp |
| Annual return | -17.00% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $426 | $3,184-86.6% | $4,952-91.4% | $2,597-83.6% |
| Participant deferral / active EE | $902 | $3,385-73.3% | $5,638-84.0% | $4,028-77.6% |
| Admin fee / account holder | $2,735 | $5,755-52.5% | $14,677-81.4% | $5,404-49.4% |