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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 | $78,505 | $150,447-47.8% | $136,298-42.4% | $147,586-46.8% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 15.62% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,225 | $6,631+9.0% | $6,247+15.6% | $5,439+32.8% |
| Admin fee / account holder | $6,301 | $10,906-42.2% | $9,244-31.8% | $10,886-42.1% |