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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $62,018 | $92,684-33.1% | $82,706-25.0% | $134,509-53.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -9.95% | 945.84%-955.8pp | 701.76%-711.7pp | 418.13%-428.1pp |
| Employer contribution / active EE | $8,333 | $3,272+154.7% | $3,007+177.1% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,212 | $5,982-79.7% | $5,329-77.3% | $11,427-89.4% |