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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 | $17,025 | $59,834-71.5% | $79,576-78.6% | $68,495-75.1% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.5%-38.9pp | 67.9%-37.3pp |
| Annual return | -17.95% | -12.30%-5.7pp | 0.15%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $485 | $1,505-67.7% | $2,413-79.9% | $2,596-81.3% |
| Participant deferral / active EE | $980 | $3,024-67.6% | $3,985-75.4% | $4,028-75.7% |
| Admin fee / account holder | $2,431 | $4,835-49.7% | $6,834-64.4% | $5,403-55.0% |