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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 | $112,543 | $132,634-15.1% | $115,768-2.8% | $137,256-18.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 16.78% | 160.70%-143.9pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $364 | $3,360-89.2% | $2,940-87.6% | $4,156-91.2% |
| Participant deferral / active EE | $2,657 | $5,619-52.7% | $4,917-46.0% | $6,407-58.5% |
| Admin fee / account holder | $2,461 | $15,028-83.6% | $12,439-80.2% | $12,270-79.9% |