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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 | $50,121 | $39,245+27.7% | $64,105-21.8% | $52,331-4.2% |
| Participation rate | 27.8% | 58.2%-30.5pp | 68.2%-40.4pp | 68.1%-40.3pp |
| Annual return | -0.43% | 14.79%-15.2pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $518 | $736-29.6% | $1,820-71.5% | $1,882-72.5% |
| Participant deferral / active EE | $883 | $1,992-55.7% | $2,822-68.7% | $3,022-70.8% |
| Admin fee / account holder | $2,312 | $592+290.2% | $4,499-48.6% | $592+290.8% |