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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 | $76,522-21.4% | $56,033+7.4% | $145,884-58.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 14.34% | 3014.28%-2999.9pp | 1711.38%-1697.0pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,343 | $2,624+103.6% | $1,954+173.4% | $6,690-20.1% |
| Admin fee / account holder | $34,389 | $3,328+933.2% | $2,827+1116.4% | $13,392+156.8% |