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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 | $58,356 | $69,977-16.6% | $108,582-46.3% | $62,881-7.2% |
| Participation rate | 41.4% | 72.9%-31.5pp | 79.6%-38.2pp | 69.3%-27.9pp |
| Annual return | 13.43% | 10.73%+2.7pp | -51.70%+65.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $542 | $2,135-74.6% | $3,758-85.6% | $2,281-76.2% |
| Participant deferral / active EE | $1,117 | $3,165-64.7% | $4,311-74.1% | $3,203-65.1% |
| Admin fee / account holder | $1,292 | $5,076-74.5% | $7,645-83.1% | $4,296-69.9% |