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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 | $47,902 | $71,197-32.7% | $93,669-48.9% | $80,925-40.8% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.7%-32.2pp |
| Annual return | 10.82% | 11.27%-0.4pp | 133.59%-122.8pp | 35.65%-24.8pp |
| Employer contribution / active EE | $383 | $1,565-75.5% | $2,424-84.2% | $2,756-86.1% |
| Participant deferral / active EE | $1,027 | $4,036-74.6% | $4,416-76.7% | $4,299-76.1% |
| Admin fee / account holder | $419 | $6,959-94.0% | $8,291-94.9% | $6,940-94.0% |