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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 | $47,861 | $39,162+22.2% | $100,671-52.5% | $59,633-19.7% |
| Participation rate | 38.5% | 55.9%-17.4pp | 70.7%-32.3pp | 68.7%-30.2pp |
| Annual return | -2.51% | 21.07%-23.6pp | 20.43%-22.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $488 | $1,151-57.6% | $4,012-87.8% | $2,203-77.9% |
| Participant deferral / active EE | $665 | $1,992-66.6% | $3,144-78.9% | $3,192-79.2% |
| Admin fee / account holder | $6,451 | $2,969+117.3% | $4,850+33.0% | $4,297+50.1% |