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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 | $15,262 | $45,872-66.7% | $77,096-80.2% | $68,486-77.7% |
| Participation rate | 27.8% | 55.9%-28.1pp | 67.9%-40.1pp | 67.9%-40.1pp |
| Annual return | -17.36% | 1.73%-19.1pp | 42.35%-59.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $318 | $1,650-80.7% | $2,814-88.7% | $2,597-87.8% |
| Participant deferral / active EE | $728 | $2,963-75.4% | $4,429-83.6% | $4,028-81.9% |
| Admin fee / account holder | $8,989 | $3,041+195.6% | $5,428+65.6% | $5,404+66.3% |