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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 | $148,002 | $135,956+8.9% | $123,894+19.5% | $273,972-46.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 6.63% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,819 | $6,343+70.6% | $5,984+80.8% | $5,287+104.6% |
| Admin fee / account holder | $3,714 | $9,817-62.2% | $8,357-55.6% | $10,133-63.4% |