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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 | $156,447 | $167,362-6.5% | $143,799+8.8% | $134,532+16.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.78% | 0.47%-18.3pp | -0.04%-17.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $955 | $5,620-83.0% | $4,952-80.7% | $4,741-79.9% |
| Participant deferral / active EE | $5,921 | $6,447-8.2% | $5,638+5.0% | $6,401-7.5% |
| Admin fee / account holder | $346 | $18,094-98.1% | $14,677-97.6% | $11,429-97.0% |