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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 | $40,614 | $232,540-82.5% | $185,117-78.1% | $147,586-72.5% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 82.8%-82.8pp |
| Annual return | 18.47% | 43.03%-24.6pp | 40.50%-22.0pp | 578.59%-560.1pp |
| Employer contribution / active EE | $305 | $5,195-94.1% | $4,182-92.7% | $4,876-93.8% |
| Participant deferral / active EE | $1,279 | $5,834-78.1% | $5,045-74.6% | $5,439-76.5% |
| Admin fee / account holder | $2,061 | $10,275-79.9% | $8,159-74.7% | $10,886-81.1% |