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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 | $41,323 | $69,977-40.9% | $108,582-61.9% | $62,881-34.3% |
| Participation rate | 19.4% | 72.9%-53.5pp | 79.6%-60.1pp | 69.3%-49.9pp |
| Annual return | 7.53% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $499 | $2,135-76.6% | $3,758-86.7% | $2,281-78.1% |
| Participant deferral / active EE | $1,199 | $3,165-62.1% | $4,311-72.2% | $3,203-62.6% |
| Admin fee / account holder | $1,539 | $5,076-69.7% | $7,645-79.9% | $4,296-64.2% |