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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 | $54,031 | $49,280+9.6% | $67,313-19.7% | $64,173-15.8% |
| Participation rate | 29.7% | 60.8%-31.1pp | 69.1%-39.4pp | 69.6%-39.8pp |
| Annual return | -6.86% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $379 | $1,668-77.3% | $2,566-85.2% | $2,381-84.1% |
| Participant deferral / active EE | $637 | $2,484-74.3% | $3,568-82.1% | $3,470-81.6% |
| Admin fee / account holder | $6,470 | $3,863+67.5% | $4,507+43.6% | $4,887+32.4% |