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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 | $74,509 | $72,404+2.9% | $110,241-32.4% | $64,181+16.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -7.01% | -6.29%-0.7pp | 314.75%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,142 | $2,282-49.9% | $3,827-70.2% | $2,381-52.0% |
| Participant deferral / active EE | $1,528 | $3,469-56.0% | $4,672-67.3% | $3,470-56.0% |
| Admin fee / account holder | $3,642 | $5,664-35.7% | $8,548-57.4% | $4,887-25.5% |