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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 | $79,589 | $176,786-55.0% | $146,643-45.7% | $167,536-52.5% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 17.18% | 24.04%-6.9pp | 22.75%-5.6pp | 478.82%-461.6pp |
| Employer contribution / active EE | $800 | $5,161-84.5% | $4,137-80.7% | $4,839-83.5% |
| Participant deferral / active EE | $18,000 | $6,440+179.5% | $5,506+226.9% | $6,342+183.8% |
| Admin fee / account holder | $586 | $13,262-95.6% | $10,280-94.3% | $12,315-95.2% |