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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 | $28,406 | $81,870-65.3% | $119,634-76.3% | $68,490-58.5% |
| Participation rate | 57.8% | 71.9%-14.1pp | 79.3%-21.5pp | 67.9%-10.1pp |
| Annual return | -15.44% | -23.82%+8.4pp | -14.98%-0.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,421 | $2,692-47.2% | $4,232-66.4% | $2,597-45.3% |
| Participant deferral / active EE | $1,814 | $4,148-56.3% | $5,601-67.6% | $4,028-55.0% |
| Admin fee / account holder | $743 | $6,583-88.7% | $10,329-92.8% | $5,403-86.2% |