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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 | $35,959 | $67,411-46.7% | $91,004-60.5% | $70,126-48.7% |
| Participation rate | 37.9% | 71.4%-33.4pp | 75.6%-37.7pp | 69.5%-31.6pp |
| Annual return | 17.69% | -40.16%+57.9pp | 4.60%+13.1pp | 73.15%-55.5pp |
| Employer contribution / active EE | $373 | $1,786-79.1% | $2,456-84.8% | $2,343-84.1% |
| Participant deferral / active EE | $1,220 | $2,823-56.8% | $3,548-65.6% | $3,332-63.4% |
| Admin fee / account holder | $379 | $4,236-91.1% | $5,417-93.0% | $4,645-91.9% |