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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 | $139,435 | $150,447-7.3% | $136,298+2.3% | $147,586-5.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.18% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $210 | $5,256-96.0% | $4,696-95.5% | $4,876-95.7% |
| Participant deferral / active EE | $4,200 | $6,631-36.7% | $6,247-32.8% | $5,439-22.8% |
| Admin fee / account holder | $870 | $10,906-92.0% | $9,244-90.6% | $10,886-92.0% |