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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 | $33,583 | $53,162-36.8% | $91,225-63.2% | $68,486-51.0% |
| Participation rate | 64.9% | 63.2%+1.7pp | 73.2%-8.3pp | 67.9%-3.0pp |
| Annual return | -19.17% | -3.14%-16.0pp | 114.12%-133.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,796 | $1,709+63.6% | $2,851-1.9% | $2,597+7.7% |
| Participant deferral / active EE | $895 | $2,974-69.9% | $4,233-78.9% | $4,028-77.8% |
| Admin fee / account holder | $494 | $4,493-89.0% | $5,422-90.9% | $5,404-90.9% |