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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 | $35,488 | $73,863-52.0% | $143,797-75.3% | $68,490-48.2% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -14.20% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $985 | $3,185-69.1% | $4,952-80.1% | $2,597-62.1% |
| Participant deferral / active EE | $527 | $3,385-84.4% | $5,638-90.7% | $4,028-86.9% |
| Admin fee / account holder | $1,679 | $5,756-70.8% | $14,679-88.6% | $5,403-68.9% |