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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 | $51,070 | $48,050+6.3% | $85,969-40.6% | $59,633-14.4% |
| Participation rate | 52.6% | 64.5%-11.8pp | 76.5%-23.9pp | 68.7%-16.0pp |
| Annual return | -0.85% | 0.29%-1.1pp | 9.32%-10.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $772 | $1,640-52.9% | $3,474-77.8% | $2,203-65.0% |
| Participant deferral / active EE | $814 | $2,249-63.8% | $3,829-78.7% | $3,192-74.5% |
| Admin fee / account holder | $2,760 | $3,206-13.9% | $6,053-54.4% | $4,297-35.8% |