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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 | $31,751 | $59,834-46.9% | $79,576-60.1% | $68,495-53.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -12.36% | -12.30%-0.1pp | 0.15%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,220 | $3,024-59.7% | $3,985-69.4% | $4,028-69.7% |
| Admin fee / account holder | $7,057 | $4,835+45.9% | $6,834+3.3% | $5,403+30.6% |