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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 | $70,126 | $150,447-53.4% | $136,298-48.5% | $147,586-52.5% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 16.41% | 1049.15%-1032.7pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,139 | $6,631-22.5% | $6,247-17.7% | $5,439-5.5% |
| Admin fee / account holder | $2,178 | $10,906-80.0% | $9,244-76.4% | $10,886-80.0% |