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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 | $80,897 | $103,008-21.5% | $90,304-10.4% | $152,897-47.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 14.25% | 95.22%-81.0pp | 78.13%-63.9pp | 345.43%-331.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,346 | $4,281+94.9% | $3,885+114.8% | $5,851+42.6% |
| Admin fee / account holder | $13,015 | $6,175+110.8% | $5,354+143.1% | $11,599+12.2% |