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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 | $26,946 | $71,873-62.5% | $86,698-68.9% | $68,490-60.7% |
| Participation rate | 62.0% | 72.2%-10.3pp | 76.6%-14.6pp | 67.9%-5.9pp |
| Annual return | -15.39% | 3.54%-18.9pp | 35.96%-51.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,192 | $2,173-45.2% | $2,837-58.0% | $2,597-54.1% |
| Participant deferral / active EE | $1,559 | $3,779-58.8% | $4,656-66.5% | $4,028-61.3% |
| Admin fee / account holder | $990 | $6,110-83.8% | $7,492-86.8% | $5,403-81.7% |