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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 | $58,179 | $54,380+7.0% | $68,509-15.1% | $59,633-2.4% |
| Participation rate | 64.0% | 70.2%-6.2pp | 74.7%-10.7pp | 68.7%-4.7pp |
| Annual return | -2.28% | 2.83%-5.1pp | 8.27%-10.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $606 | $1,539-60.6% | $2,278-73.4% | $2,203-72.5% |
| Participant deferral / active EE | $795 | $2,643-69.9% | $3,382-76.5% | $3,192-75.1% |
| Admin fee / account holder | $3,366 | $3,885-13.4% | $5,275-36.2% | $4,297-21.7% |