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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 | $61,245 | $81,870-25.2% | $119,634-48.8% | $68,490-10.6% |
| Participation rate | 31.0% | 71.9%-40.9pp | 79.3%-48.3pp | 67.9%-36.9pp |
| Annual return | -16.73% | -23.82%+7.1pp | -14.98%-1.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $957 | $2,692-64.4% | $4,232-77.4% | $2,597-63.1% |
| Participant deferral / active EE | $1,804 | $4,148-56.5% | $5,601-67.8% | $4,028-55.2% |
| Admin fee / account holder | $1,344 | $6,583-79.6% | $10,329-87.0% | $5,403-75.1% |