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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 | $22,316 | $64,719-65.5% | $112,249-80.1% | $68,486-67.4% |
| Participation rate | 55.2% | 67.2%-12.0pp | 75.1%-19.9pp | 67.9%-12.7pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $8,442 | $2,747+207.4% | $3,636+132.2% | $2,597+225.1% |
| Participant deferral / active EE | $740 | $3,565-79.2% | $4,729-84.3% | $4,028-81.6% |
| Admin fee / account holder | $4,849 | $5,232-7.3% | $6,412-24.4% | $5,404-10.3% |