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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 | $109,386 | $104,937+4.2% | $84,628+29.3% | $152,897-28.5% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 29.47% | 373.88%-344.4pp | 258.80%-229.3pp | 345.43%-316.0pp |
| Employer contribution / active EE | $11 | $3,303-99.7% | $2,653-99.6% | $4,764-99.8% |
| Participant deferral / active EE | $5,440 | $4,690+16.0% | $3,900+39.5% | $5,851-7.0% |
| Admin fee / account holder | $1,361 | $6,243-78.2% | $4,914-72.3% | $11,599-88.3% |