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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 | $140,478 | $64,719+117.1% | $112,249+25.1% | $68,486+105.1% |
| Participation rate | 15.2% | 67.2%-52.0pp | 75.1%-59.9pp | 67.9%-52.7pp |
| Annual return | -17.79% | -11.40%-6.4pp | 27.48%-45.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $839 | $2,747-69.5% | $3,636-76.9% | $2,597-67.7% |
| Participant deferral / active EE | $1,422 | $3,565-60.1% | $4,729-69.9% | $4,028-64.7% |
| Admin fee / account holder | $3,786 | $5,232-27.6% | $6,412-41.0% | $5,404-29.9% |