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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 | $135,386 | $150,447-10.0% | $136,298-0.7% | $147,586-8.3% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 11.76% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,407 | $6,631-33.5% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $21,422 | $10,906+96.4% | $9,244+131.7% | $10,886+96.8% |