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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 | $128,568 | $64,716+98.7% | $112,258+14.5% | $68,495+87.7% |
| Participation rate | 37.9% | 67.2%-29.2pp | 75.1%-37.1pp | 67.9%-30.0pp |
| Annual return | -9.50% | -11.40%+1.9pp | 27.47%-37.0pp | -7.84%-1.7pp |
| Employer contribution / active EE | $893 | $2,746-67.5% | $3,636-75.4% | $2,596-65.6% |
| Participant deferral / active EE | $1,103 | $3,565-69.1% | $4,728-76.7% | $4,028-72.6% |
| Admin fee / account holder | $22,770 | $5,232+335.2% | $6,411+255.2% | $5,403+321.4% |