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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 | $47,673 | $100,125-52.4% | $81,482-41.5% | $145,978-67.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 11.86% | 34.44%-22.6pp | 24.79%-12.9pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,783 | $4,609+133.9% | $3,885+177.5% | $6,690+61.2% |
| Admin fee / account holder | $6,939 | $8,198-15.4% | $5,761+20.4% | $13,400-48.2% |