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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 | $62,852 | $73,839-14.9% | $143,788-56.3% | $68,495-8.2% |
| Participation rate | 25.6% | 66.7%-41.0pp | 80.3%-54.7pp | 67.9%-42.3pp |
| Annual return | -19.11% | 1.01%-20.1pp | -0.03%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $622 | $3,184-80.5% | $4,952-87.4% | $2,596-76.0% |
| Participant deferral / active EE | $616 | $3,384-81.8% | $5,638-89.1% | $4,028-84.7% |
| Admin fee / account holder | $3,423 | $5,755-40.5% | $14,675-76.7% | $5,403-36.6% |