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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 | $35,783 | $57,352-37.6% | $83,831-57.3% | $64,173-44.2% |
| Participation rate | 54.9% | 68.6%-13.7pp | 76.1%-21.2pp | 69.6%-14.7pp |
| Annual return | -5.63% | 11.38%-17.0pp | 850.99%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $10,513 | $2,546+313.0% | $3,631+189.5% | $2,381+341.6% |
| Participant deferral / active EE | $418 | $2,993-86.0% | $4,082-89.8% | $3,470-88.0% |
| Admin fee / account holder | $4,444 | $4,046+9.8% | $5,479-18.9% | $4,887-9.1% |