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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 | $142,123 | $72,446+96.2% | $67,561+110.4% | $145,877-2.6% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 16.69% | 7211.98%-7195.3pp | 3525.44%-3508.7pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,109 | $4,785-14.1% | $4,003+2.6% | $6,691-38.6% |
| Admin fee / account holder | $6,283 | $5,541+13.4% | $4,006+56.8% | $13,402-53.1% |