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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 | $170,169 | $138,102+23.2% | $125,381+35.7% | $134,532+26.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -2.03% | 750.73%-752.8pp | 572.31%-574.3pp | 418.27%-420.3pp |
| Employer contribution / active EE | $990 | $5,245-81.1% | $4,815-79.4% | $4,741-79.1% |
| Participant deferral / active EE | $1,238 | $7,801-84.1% | $7,448-83.4% | $6,401-80.7% |
| Admin fee / account holder | $742 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |