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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 | $14,040 | $73,863-81.0% | $143,797-90.2% | $68,490-79.5% |
| Participation rate | 16.9% | 66.7%-49.7pp | 80.3%-63.4pp | 67.9%-51.0pp |
| Annual return | -17.63% | 0.91%-18.5pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $539 | $3,185-83.1% | $4,952-89.1% | $2,597-79.3% |
| Participant deferral / active EE | $888 | $3,385-73.8% | $5,638-84.2% | $4,028-77.9% |
| Admin fee / account holder | $1,421 | $5,756-75.3% | $14,679-90.3% | $5,403-73.7% |