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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 | $28,026 | $104,544-73.2% | $76,657-63.4% | $152,897-81.7% |
| Participation rate | 59.1% | 76.6%-17.5pp | 72.1%-13.0pp | 82.5%-23.4pp |
| Annual return | 101.21% | 1014.36%-913.1pp | 1166.74%-1065.5pp | 345.43%-244.2pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,915 | $4,236+16.0% | $3,335+47.3% | $5,851-16.0% |
| Admin fee / account holder | $3,832 | $12,286-68.8% | $6,423-40.3% | $11,599-67.0% |