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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 | $75,649 | $111,830-32.4% | $93,696-19.3% | $145,884-48.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 9.79% | 204.08%-194.3pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $337 | $3,093-89.1% | $2,422-86.1% | $4,662-92.8% |
| Participant deferral / active EE | $3,849 | $4,920-21.8% | $4,417-12.9% | $6,690-42.5% |
| Admin fee / account holder | $25,453 | $10,249+148.3% | $8,287+207.2% | $13,392+90.1% |