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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $143,076 | $167,352-14.5% | $143,788-0.5% | $134,509+6.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -10.36% | 0.47%-10.8pp | -0.03%-10.3pp | 418.13%-428.5pp |
| Employer contribution / active EE | $986 | $5,620-82.4% | $4,952-80.1% | $4,741-79.2% |
| Participant deferral / active EE | $3,212 | $6,447-50.2% | $5,638-43.0% | $6,400-49.8% |
| Admin fee / account holder | $2,069 | $18,091-88.6% | $14,675-85.9% | $11,427-81.9% |