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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 | $138,412 | $150,447-8.0% | $136,298+1.6% | $147,586-6.2% |
| Participation rate | 47.8% | 84.4%-36.6pp | 81.9%-34.1pp | 82.8%-35.0pp |
| Annual return | 27.02% | 1049.15%-1022.1pp | 5156.27%-5129.2pp | 578.59%-551.6pp |
| Employer contribution / active EE | $15 | $5,256-99.7% | $4,696-99.7% | $4,876-99.7% |
| Participant deferral / active EE | $5,957 | $6,631-10.2% | $6,247-4.7% | $5,439+9.5% |
| Admin fee / account holder | $1,112 | $10,906-89.8% | $9,244-88.0% | $10,886-89.8% |