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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 | $30,481 | $77,817-60.8% | $123,553-75.3% | $64,173-52.5% |
| Participation rate | 56.4% | 74.7%-18.3pp | 82.3%-25.9pp | 69.6%-13.2pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,200 | $3,014-60.2% | $4,628-74.1% | $2,381-49.6% |
| Participant deferral / active EE | $2,090 | $5,240-60.1% | $6,426-67.5% | $3,470-39.8% |
| Admin fee / account holder | $2,328 | $5,519-57.8% | $9,284-74.9% | $4,887-52.4% |