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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 | $25,556 | $116,203-78.0% | $93,621-72.7% | $152,909-83.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.8%-75.8pp | 82.5%-82.5pp |
| Annual return | 18.52% | 35.96%-17.4pp | 32.76%-14.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $154 | $3,219-95.2% | $2,719-94.3% | $4,764-96.8% |
| Participant deferral / active EE | $2,563 | $4,605-44.3% | $4,070-37.0% | $5,851-56.2% |
| Admin fee / account holder | $4,045 | $10,751-62.4% | $7,890-48.7% | $11,601-65.1% |