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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 | $126,498 | $150,447-15.9% | $136,298-7.2% | $147,586-14.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 14.11% | 1049.15%-1035.0pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $332 | $5,256-93.7% | $4,696-92.9% | $4,876-93.2% |
| Participant deferral / active EE | $2,895 | $6,631-56.3% | $6,247-53.7% | $5,439-46.8% |
| Admin fee / account holder | $5,337 | $10,906-51.1% | $9,244-42.3% | $10,886-51.0% |