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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 | $13,334 | $45,872-70.9% | $77,096-82.7% | $68,486-80.5% |
| Participation rate | 31.6% | 55.9%-24.3pp | 67.9%-36.3pp | 67.9%-36.3pp |
| Annual return | -12.18% | 1.73%-13.9pp | 42.35%-54.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,199 | $1,650-27.3% | $2,814-57.4% | $2,597-53.8% |
| Participant deferral / active EE | $114 | $2,963-96.1% | $4,429-97.4% | $4,028-97.2% |
| Admin fee / account holder | $4,659 | $3,041+53.2% | $5,428-14.2% | $5,404-13.8% |