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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 | $49,787 | $59,819-16.8% | $79,583-37.4% | $68,490-27.3% |
| Participation rate | 52.7% | 61.1%-8.3pp | 69.5%-16.7pp | 67.9%-15.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $689 | $1,505-54.3% | $2,414-71.5% | $2,597-73.5% |
| Participant deferral / active EE | $980 | $3,025-67.6% | $3,986-75.4% | $4,028-75.7% |
| Admin fee / account holder | $3,510 | $4,835-27.4% | $6,835-48.6% | $5,403-35.0% |