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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 | $49,971 | $50,958-1.9% | $74,552-33.0% | $64,181-22.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -3.40% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $613 | $1,115-45.1% | $1,961-68.8% | $2,381-74.3% |
| Participant deferral / active EE | $989 | $2,301-57.0% | $3,108-68.2% | $3,470-71.5% |
| Admin fee / account holder | $6,589 | $4,223+56.0% | $5,060+30.2% | $4,887+34.8% |