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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 | $182,163 | $58,848+209.5% | $88,179+106.6% | $82,637+120.4% |
| Participation rate | 0.0% | 57.9%-57.9pp | 69.1%-69.1pp | 68.1%-68.1pp |
| Annual return | 15.52% | 22.76%-7.2pp | 64.97%-49.4pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,129 | $3,124+96.2% | $4,614+32.8% | $4,126+48.5% |
| Admin fee / account holder | $3,737 | $4,795-22.1% | $7,673-51.3% | $7,339-49.1% |