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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 | $132,699 | $72,404+83.3% | $110,243+20.4% | $64,173+106.8% |
| Participation rate | 17.9% | 73.3%-55.4pp | 79.8%-61.9pp | 69.6%-51.6pp |
| Annual return | -0.99% | -6.29%+5.3pp | 314.76%-315.8pp | 7.63%-8.6pp |
| Employer contribution / active EE | $570 | $2,282-75.0% | $3,827-85.1% | $2,381-76.0% |
| Participant deferral / active EE | $1,381 | $3,469-60.2% | $4,672-70.4% | $3,470-60.2% |
| Admin fee / account holder | $9,125 | $5,664+61.1% | $8,548+6.8% | $4,887+86.7% |