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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 | $146,139 | $150,447-2.9% | $136,298+7.2% | $147,586-1.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 13.61% | 1049.15%-1035.5pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,419 | $6,631+87.3% | $6,247+98.8% | $5,439+128.4% |
| Admin fee / account holder | $23,266 | $10,906+113.3% | $9,244+151.7% | $10,886+113.7% |