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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 | $52,610 | $81,870-35.7% | $119,622-56.0% | $68,486-23.2% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -16.27% | -23.82%+7.6pp | -14.98%-1.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $4,232-79.5% | $2,597-66.6% |
| Participant deferral / active EE | $1,523 | $4,148-63.3% | $5,601-72.8% | $4,028-62.2% |
| Admin fee / account holder | $998 | $6,583-84.8% | $10,328-90.3% | $5,404-81.5% |