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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 | $19,749 | $42,909-54.0% | $60,906-67.6% | $68,486-71.2% |
| Participation rate | 8.8% | 66.8%-57.9pp | 73.1%-64.3pp | 67.9%-59.1pp |
| Annual return | -8.89% | -13.99%+5.1pp | 16.94%-25.8pp | -7.85%-1.0pp |
| Employer contribution / active EE | $417 | $1,979-78.9% | $2,703-84.6% | $2,597-84.0% |
| Participant deferral / active EE | $260 | $2,866-90.9% | $3,814-93.2% | $4,028-93.6% |
| Admin fee / account holder | $2,564 | $3,104-17.4% | $3,227-20.5% | $5,404-52.5% |