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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 | $43,601 | $77,817-44.0% | $123,553-64.7% | $64,173-32.1% |
| Participation rate | 51.7% | 74.7%-23.0pp | 82.3%-30.6pp | 69.6%-17.8pp |
| Annual return | -6.79% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,099 | $3,014-63.6% | $4,628-76.3% | $2,381-53.9% |
| Participant deferral / active EE | $2,068 | $5,240-60.5% | $6,426-67.8% | $3,470-40.4% |
| Admin fee / account holder | $378 | $5,519-93.1% | $9,284-95.9% | $4,887-92.3% |