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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 | $38,472 | $73,019-47.3% | $90,766-57.6% | $68,490-43.8% |
| Participation rate | 63.3% | 70.8%-7.5pp | 75.7%-12.4pp | 67.9%-4.6pp |
| Annual return | -15.83% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $608 | $2,193-72.3% | $2,922-79.2% | $2,597-76.6% |
| Participant deferral / active EE | $1,194 | $3,626-67.1% | $4,565-73.8% | $4,028-70.4% |
| Admin fee / account holder | $9,268 | $5,897+57.2% | $8,446+9.7% | $5,403+71.5% |