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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 | $85,411 | $150,446-43.2% | $136,297-37.3% | $147,585-42.1% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 13.82% | 1049.14%-1035.3pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,241 | $6,631-21.0% | $6,247-16.1% | $5,439-3.6% |
| Admin fee / account holder | $4,648 | $10,906-57.4% | $9,244-49.7% | $10,886-57.3% |