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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 | $61,150 | $138,075-55.7% | $123,552-50.5% | $135,379-54.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.32% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,298 | $5,152-74.8% | $4,628-72.0% | $4,779-72.8% |
| Participant deferral / active EE | $2,092 | $6,800-69.2% | $6,426-67.4% | $5,609-62.7% |
| Admin fee / account holder | $2,786 | $10,917-74.5% | $9,285-70.0% | $10,828-74.3% |