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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 | $98,554 | $157,304-37.3% | $141,197-30.2% | $152,909-35.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 20.78% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $597 | $5,263-88.6% | $4,736-87.4% | $4,764-87.5% |
| Participant deferral / active EE | $2,963 | $7,111-58.3% | $6,710-55.8% | $5,851-49.4% |
| Admin fee / account holder | $652 | $12,126-94.6% | $10,265-93.6% | $11,601-94.4% |