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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 | $29,311 | $152,651-80.8% | $105,218-72.1% | $125,389-76.6% |
| Participation rate | 42.9% | 81.5%-38.7pp | 77.2%-34.4pp | 83.2%-40.3pp |
| Annual return | -3.14% | 8.24%-11.4pp | 5.33%-8.5pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,049 | $4,802-78.2% | $3,255-67.8% | $4,866-78.4% |
| Participant deferral / active EE | $1,332 | $6,660-80.0% | $4,867-72.6% | $5,352-75.1% |
| Admin fee / account holder | $1,419 | $14,248-90.0% | $6,992-79.7% | $9,541-85.1% |