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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 | $54,052 | $69,518-22.2% | $59,883-9.7% | $135,382-60.1% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.7%-39.7pp | 82.6%-47.6pp |
| Annual return | -7.15% | 7.95%-15.1pp | 3.46%-10.6pp | 519.77%-526.9pp |
| Employer contribution / active EE | $1,086 | $3,235-66.4% | $2,722-60.1% | $4,779-77.3% |
| Participant deferral / active EE | $635 | $4,204-84.9% | $3,402-81.3% | $5,609-88.7% |
| Admin fee / account holder | $1,459 | $5,734-74.6% | $3,591-59.4% | $10,829-86.5% |