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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 | $25,068 | $73,102-65.7% | $123,553-79.7% | $56,289-55.5% |
| Participation rate | 37.0% | 74.3%-37.3pp | 82.3%-45.3pp | 69.9%-32.9pp |
| Annual return | -4.22% | 3.01%-7.2pp | 119.21%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $754 | $2,977-74.7% | $4,628-83.7% | $2,111-64.3% |
| Participant deferral / active EE | $2,447 | $5,423-54.9% | $6,426-61.9% | $3,350-26.9% |
| Admin fee / account holder | $4,755 | $554+758.8% | $9,284-48.8% | $521+812.7% |