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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 | $135,219 | $176,105-23.2% | $159,474-15.2% | $167,536-19.3% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 37.92% | 331.91%-294.0pp | 263.68%-225.8pp | 478.82%-440.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,436 | $7,751-4.1% | $7,353+1.1% | $6,342+17.2% |
| Admin fee / account holder | $17,211 | $12,559+37.0% | $10,802+59.3% | $12,315+39.8% |