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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 | $30,936 | $57,352-46.1% | $83,830-63.1% | $64,173-51.8% |
| Participation rate | 42.9% | 68.6%-25.7pp | 76.1%-33.3pp | 69.6%-26.7pp |
| Annual return | -7.29% | 11.38%-18.7pp | 850.97%-858.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $746 | $2,546-70.7% | $3,631-79.4% | $2,381-68.7% |
| Participant deferral / active EE | $887 | $2,993-70.4% | $4,082-78.3% | $3,470-74.4% |
| Admin fee / account holder | $1,406 | $4,046-65.2% | $5,479-74.3% | $4,887-71.2% |