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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 | $87,055 | $150,446-42.1% | $136,297-36.1% | $147,585-41.0% |
| Participation rate | 52.6% | 84.4%-31.8pp | 81.9%-29.3pp | 82.8%-30.2pp |
| Annual return | 14.93% | 1049.14%-1034.2pp | 5156.19%-5141.3pp | 578.58%-563.7pp |
| Employer contribution / active EE | $442 | $5,256-91.6% | $4,696-90.6% | $4,876-90.9% |
| Participant deferral / active EE | $6,228 | $6,631-6.1% | $6,247-0.3% | $5,439+14.5% |
| Admin fee / account holder | $6,509 | $10,906-40.3% | $9,244-29.6% | $10,886-40.2% |