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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 | $160,941 | $150,447+7.0% | $136,298+18.1% | $147,586+9.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.74% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,263 | $6,631-80.9% | $6,247-79.8% | $5,439-76.8% |
| Admin fee / account holder | $16,052 | $10,906+47.2% | $9,244+73.6% | $10,886+47.5% |