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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 | $85,215 | $150,445-43.4% | $136,297-37.5% | $147,585-42.3% |
| Participation rate | 38.9% | 84.4%-45.5pp | 81.9%-43.0pp | 82.8%-43.9pp |
| Annual return | 11.97% | 1049.14%-1037.2pp | 5156.16%-5144.2pp | 578.57%-566.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,231 | $6,631-51.3% | $6,247-48.3% | $5,439-40.6% |
| Admin fee / account holder | $472 | $10,906-95.7% | $9,244-94.9% | $10,885-95.7% |