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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 | $23,222 | $64,719-64.1% | $112,249-79.3% | $68,486-66.1% |
| Participation rate | 38.7% | 67.2%-28.4pp | 75.1%-36.4pp | 67.9%-29.2pp |
| Annual return | -13.64% | -11.40%-2.2pp | 27.48%-41.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $917 | $2,747-66.6% | $3,636-74.8% | $2,597-64.7% |
| Participant deferral / active EE | $1,306 | $3,565-63.4% | $4,729-72.4% | $4,028-67.6% |
| Admin fee / account holder | $740 | $5,232-85.9% | $6,412-88.5% | $5,404-86.3% |