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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 | $43,284 | $110,083-60.7% | $151,628-71.5% | $68,495-36.8% |
| Participation rate | 57.6% | 84.0%-26.4pp | 87.5%-29.9pp | 67.9%-10.3pp |
| Annual return | 0.85% | -10.12%+11.0pp | 3.34%-2.5pp | -7.84%+8.7pp |
| Employer contribution / active EE | $1,799 | $4,470-59.7% | $6,165-70.8% | $2,596-30.7% |
| Participant deferral / active EE | $2,503 | $6,526-61.7% | $8,363-70.1% | $4,028-37.9% |
| Admin fee / account holder | $1,346 | $7,718-82.6% | $11,613-88.4% | $5,403-75.1% |