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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 | $57,631 | $52,678+9.4% | $75,784-24.0% | $59,633-3.4% |
| Participation rate | 15.8% | 67.2%-51.4pp | 75.8%-60.0pp | 68.7%-52.9pp |
| Annual return | -1.70% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $332 | $2,591-87.2% | $3,652-90.9% | $3,192-89.6% |
| Admin fee / account holder | $3,141 | $3,610-13.0% | $5,300-40.7% | $4,297-26.9% |