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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 | $38,432 | $65,703-41.5% | $94,228-59.2% | $59,633-35.6% |
| Participation rate | 26.8% | 72.1%-45.3pp | 78.8%-52.0pp | 68.7%-41.9pp |
| Annual return | -2.03% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $527 | $2,021-73.9% | $3,587-85.3% | $2,203-76.1% |
| Participant deferral / active EE | $1,123 | $3,143-64.3% | $4,320-74.0% | $3,192-64.8% |
| Admin fee / account holder | $2,321 | $4,264-45.6% | $6,269-63.0% | $4,297-46.0% |