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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 | $30,485 | $50,947-40.2% | $74,551-59.1% | $64,173-52.5% |
| Participation rate | 36.4% | 61.1%-24.7pp | 69.1%-32.8pp | 69.6%-33.2pp |
| Annual return | -7.32% | -1.85%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $220 | $1,115-80.2% | $1,961-88.8% | $2,381-90.7% |
| Participant deferral / active EE | $896 | $2,302-61.1% | $3,108-71.2% | $3,470-74.2% |
| Admin fee / account holder | $2,096 | $4,221-50.4% | $5,059-58.6% | $4,887-57.1% |