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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 | $155,906 | $150,446+3.6% | $136,297+14.4% | $147,585+5.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.12% | 1049.14%-1034.0pp | 5156.19%-5141.1pp | 578.58%-563.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,625 | $6,631+45.2% | $6,247+54.1% | $5,439+77.0% |
| Admin fee / account holder | $15,800 | $10,906+44.9% | $9,244+70.9% | $10,886+45.1% |