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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 | $125,161 | $99,644+25.6% | $86,438+44.8% | $134,532-7.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.85% | 6787.26%-6804.1pp | 4397.19%-4414.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,839 | $7,247+77.1% | $6,952+84.7% | $6,401+100.6% |
| Admin fee / account holder | $27,471 | $8,375+228.0% | $6,733+308.0% | $11,429+140.4% |