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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $47,344 | $150,446-68.5% | $136,297-65.3% | $147,585-67.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 15.83% | 1049.14%-1033.3pp | 5156.19%-5140.4pp | 578.58%-562.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $721 | $6,631-89.1% | $6,247-88.5% | $5,439-86.7% |
| Admin fee / account holder | $12,192 | $10,906+11.8% | $9,244+31.9% | $10,886+12.0% |