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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 | $115,808 | $169,361-31.6% | $129,397-10.5% | $145,877-20.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 63.58% | 14395.54%-14332.0pp | 9453.98%-9390.4pp | 551.28%-487.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $580 | $4,987-88.4% | $4,167-86.1% | $6,691-91.3% |
| Admin fee / account holder | $5,391 | $9,903-45.6% | $7,679-29.8% | $13,402-59.8% |