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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 | $35,500 | $69,977-49.3% | $108,582-67.3% | $62,881-43.5% |
| Participation rate | 53.4% | 72.9%-19.5pp | 79.6%-26.1pp | 69.3%-15.9pp |
| Annual return | 6.05% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $478 | $2,135-77.6% | $3,758-87.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,284 | $3,165-59.4% | $4,311-70.2% | $3,203-59.9% |
| Admin fee / account holder | $3,712 | $5,076-26.9% | $7,645-51.4% | $4,296-13.6% |