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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 | $29,017 | $62,589-53.6% | $76,768-62.2% | $64,173-54.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 77.0%-43.6pp | 69.6%-36.2pp |
| Annual return | -5.58% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $530 | $1,832-71.1% | $2,485-78.7% | $2,381-77.7% |
| Participant deferral / active EE | $1,228 | $3,145-60.9% | $3,852-68.1% | $3,470-64.6% |
| Admin fee / account holder | $362 | $4,667-92.3% | $6,675-94.6% | $4,887-92.6% |