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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 | $47,200 | $63,924-26.2% | $108,582-56.5% | $55,167-14.4% |
| Participation rate | 31.8% | 74.3%-42.6pp | 79.6%-47.8pp | 69.0%-37.2pp |
| Annual return | 8.91% | 15.31%-6.4pp | -51.70%+60.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $649 | $1,879-65.4% | $3,758-82.7% | $1,963-66.9% |
| Participant deferral / active EE | $1,080 | $3,067-64.8% | $4,311-74.9% | $3,054-64.6% |
| Admin fee / account holder | $850 | $618+37.6% | $7,645-88.9% | $504+68.7% |