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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 | $78,470 | $183,592-57.3% | $155,574-49.6% | $145,877-46.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 58.96% | 61.37%-2.4pp | 64.87%-5.9pp | 551.28%-492.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $44,000 | $6,466+580.5% | $5,629+681.6% | $6,691+557.6% |
| Admin fee / account holder | $578 | $19,316-97.0% | $15,914-96.4% | $13,402-95.7% |