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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 | $18,717 | $106,008-82.3% | $92,240-79.7% | $147,586-87.3% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 22.74% | 50.05%-27.3pp | 176.29%-153.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $663 | $4,333-84.7% | $3,680-82.0% | $4,876-86.4% |
| Participant deferral / active EE | $4,243 | $4,478-5.3% | $3,897+8.9% | $5,439-22.0% |
| Admin fee / account holder | $963 | $6,333-84.8% | $5,194-81.5% | $10,886-91.2% |