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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 | $147,188 | $167,362-12.1% | $143,799+2.4% | $134,532+9.4% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | 10.05% | 0.47%+9.6pp | -0.04%+10.1pp | 418.27%-408.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,441 | $6,447-62.1% | $5,638-56.7% | $6,401-61.9% |
| Admin fee / account holder | $1,799 | $18,094-90.1% | $14,677-87.7% | $11,429-84.3% |