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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 | $16,877 | $70,121-75.9% | $63,803-73.5% | $138,895-87.8% |
| Participation rate | 69.2% | 77.2%-8.0pp | 72.7%-3.5pp | 79.9%-10.7pp |
| Annual return | 19.66% | 946.48%-926.8pp | 543.72%-524.1pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,853 | $4,535+51.1% | $3,843+78.3% | $6,396+7.1% |
| Admin fee / account holder | $3,709 | $6,738-45.0% | $5,196-28.6% | $12,562-70.5% |