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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 | $50,857 | $50,947-0.2% | $74,551-31.8% | $64,173-20.8% |
| Participation rate | 36.6% | 61.1%-24.5pp | 69.1%-32.6pp | 69.6%-33.0pp |
| Annual return | -3.28% | -1.85%-1.4pp | 32.53%-35.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $639 | $1,115-42.7% | $1,961-67.4% | $2,381-73.2% |
| Participant deferral / active EE | $945 | $2,302-58.9% | $3,108-69.6% | $3,470-72.8% |
| Admin fee / account holder | $1,226 | $4,221-71.0% | $5,059-75.8% | $4,887-74.9% |