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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 | $42,993 | $92,219-53.4% | $76,768-44.0% | $135,379-68.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -7.54% | 5.46%-13.0pp | 2.43%-10.0pp | 519.79%-527.3pp |
| Employer contribution / active EE | $706 | $3,216-78.0% | $2,485-71.6% | $4,779-85.2% |
| Participant deferral / active EE | $1,209 | $4,508-73.2% | $3,852-68.6% | $5,609-78.4% |
| Admin fee / account holder | $1,110 | $10,749-89.7% | $6,675-83.4% | $10,828-89.8% |