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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 | $29,917 | $111,785-73.2% | $93,669-68.1% | $145,877-79.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 10.17% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $431 | $3,096-86.1% | $2,424-82.2% | $4,663-90.8% |
| Participant deferral / active EE | $4,031 | $4,919-18.1% | $4,416-8.7% | $6,691-39.8% |
| Admin fee / account holder | $2,092 | $10,256-79.6% | $8,291-74.8% | $13,402-84.4% |