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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 | $79,448 | $52,353+51.8% | $120,225-33.9% | $82,448-3.6% |
| Participation rate | 0.0% | 58.3%-58.3pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 17.18% | 61.85%-44.7pp | 439.23%-422.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $763 | $2,627-71.0% | $3,999-80.9% | $4,139-81.6% |
| Admin fee / account holder | $8,966 | $4,363+105.5% | $5,696+57.4% | $7,234+23.9% |