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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 | $72,343 | $71,872+0.7% | $86,691-16.6% | $68,495+5.6% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -10.65% | 3.53%-14.2pp | 35.94%-46.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $6,156 | $2,173+183.3% | $2,837+117.0% | $2,596+137.1% |
| Participant deferral / active EE | $836 | $3,779-77.9% | $4,656-82.0% | $4,028-79.2% |
| Admin fee / account holder | $379 | $6,112-93.8% | $7,492-94.9% | $5,403-93.0% |