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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 | $60,152 | $76,785-21.7% | $56,441+6.6% | $145,959-58.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 14.34% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,343 | $2,624+103.6% | $1,953+173.6% | $6,689-20.1% |
| Admin fee / account holder | $34,389 | $3,334+931.4% | $2,829+1115.5% | $13,398+156.7% |