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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 | $45,413 | $85,790-47.1% | $67,313-32.5% | $135,379-66.5% |
| Participation rate | 54.5% | 76.5%-21.9pp | 69.1%-14.5pp | 82.6%-28.1pp |
| Annual return | 10.92% | -0.54%+11.5pp | -4.08%+15.0pp | 519.79%-508.9pp |
| Employer contribution / active EE | $686 | $3,487-80.3% | $2,566-73.3% | $4,779-85.7% |
| Participant deferral / active EE | $686 | $4,651-85.3% | $3,568-80.8% | $5,609-87.8% |
| Admin fee / account holder | $857 | $6,392-86.6% | $4,507-81.0% | $10,828-92.1% |