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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 | $43,538 | $45,566-4.5% | $64,105-32.1% | $59,633-27.0% |
| Participation rate | 54.5% | 60.2%-5.6pp | 68.2%-13.6pp | 68.7%-14.1pp |
| Annual return | 1.24% | 4.95%-3.7pp | 791.24%-790.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $383 | $934-59.0% | $1,820-79.0% | $2,203-82.6% |
| Participant deferral / active EE | $799 | $2,057-61.1% | $2,822-71.7% | $3,192-75.0% |
| Admin fee / account holder | $3,707 | $3,268+13.5% | $4,499-17.6% | $4,297-13.7% |