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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 | $71,701 | $82,630-13.2% | $64,105+11.9% | $125,389-42.8% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -1.36% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $507 | $2,671-81.0% | $1,820-72.1% | $4,866-89.6% |
| Participant deferral / active EE | $539 | $3,608-85.1% | $2,822-80.9% | $5,352-89.9% |
| Admin fee / account holder | $1,485 | $6,382-76.7% | $4,499-67.0% | $9,541-84.4% |