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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 | $132,506 | $138,078-4.0% | $125,363+5.7% | $134,509-1.5% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -13.11% | 750.49%-763.6pp | 572.15%-585.3pp | 418.13%-431.2pp |
| Employer contribution / active EE | $3,116 | $5,245-40.6% | $4,815-35.3% | $4,741-34.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,883 | $11,566-57.8% | $10,005-51.2% | $11,427-57.3% |