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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 | $33,209 | $46,732-28.9% | $156,551-78.8% | $55,167-39.8% |
| Participation rate | 46.6% | 65.8%-19.2pp | 84.0%-37.4pp | 69.0%-22.4pp |
| Annual return | 4.99% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $609 | $2,105-71.0% | $5,501-88.9% | $1,963-68.9% |
| Participant deferral / active EE | $215 | $2,204-90.2% | $4,871-95.6% | $3,054-93.0% |
| Admin fee / account holder | $2,366 | $418+465.6% | $13,028-81.8% | $504+369.6% |