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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 | $29,777 | $77,816-61.7% | $123,549-75.9% | $64,181-53.6% |
| Participation rate | 27.0% | 74.7%-47.7pp | 82.3%-55.3pp | 69.6%-42.5pp |
| Annual return | -7.16% | 12.49%-19.6pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $691 | $3,014-77.1% | $4,628-85.1% | $2,381-71.0% |
| Participant deferral / active EE | $1,906 | $5,240-63.6% | $6,426-70.3% | $3,470-45.1% |
| Admin fee / account holder | $2,237 | $5,519-59.5% | $9,284-75.9% | $4,887-54.2% |