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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 | $159,884 | $88,754+80.1% | $81,820+95.4% | $145,877+9.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.70% | 1031.77%-1021.1pp | 777.93%-767.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,422 | $4,648+16.7% | $4,323+25.4% | $6,691-19.0% |
| Admin fee / account holder | $22,873 | $8,424+171.5% | $7,391+209.5% | $13,402+70.7% |