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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 | $57,271 | $54,380+5.3% | $68,509-16.4% | $59,633-4.0% |
| Participation rate | 51.8% | 70.2%-18.4pp | 74.7%-22.9pp | 68.7%-16.9pp |
| Annual return | 0.90% | 2.83%-1.9pp | 8.27%-7.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $495 | $1,539-67.8% | $2,278-78.3% | $2,203-77.5% |
| Participant deferral / active EE | $956 | $2,643-63.8% | $3,382-71.7% | $3,192-70.1% |
| Admin fee / account holder | $3,086 | $3,885-20.6% | $5,275-41.5% | $4,297-28.2% |