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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 | $43,761 | $160,040-72.7% | $147,096-70.2% | $145,877-70.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 12.91% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $390 | $5,289-92.6% | $4,936-92.1% | $4,663-91.6% |
| Participant deferral / active EE | $3,406 | $8,429-59.6% | $8,071-57.8% | $6,691-49.1% |
| Admin fee / account holder | $352 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |