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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 | $152,852 | $124,175+23.1% | $108,405+41.0% | $167,536-8.8% |
| Participation rate | 0.0% | 82.3%-82.3pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 15.09% | 1380.13%-1365.0pp | 905.55%-890.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,440 | $6,908+51.1% | $6,563+59.1% | $6,342+64.6% |
| Admin fee / account holder | $3,373 | $9,457-64.3% | $7,297-53.8% | $12,315-72.6% |