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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 | $141,193 | $202,342-30.2% | $172,753-18.3% | $152,909-7.7% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 24.48% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-321.0pp |
| Employer contribution / active EE | $7 | $5,857-99.9% | $5,144-99.9% | $4,764-99.9% |
| Participant deferral / active EE | $4,370 | $5,948-26.5% | $5,198-15.9% | $5,851-25.3% |
| Admin fee / account holder | $2,174 | $17,112-87.3% | $13,956-84.4% | $11,601-81.3% |