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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 | $72,998 | $150,442-51.5% | $136,295-46.4% | $147,585-50.5% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 22.00% | 1049.09%-1027.1pp | 5155.97%-5134.0pp | 578.56%-556.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,124 | $6,630-52.9% | $6,247-50.0% | $5,439-42.6% |
| Admin fee / account holder | $388 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |