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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 | $68,135 | $106,905-36.3% | $84,020-18.9% | $152,885-55.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 22.29% | 105.00%-82.7pp | 71.31%-49.0pp | 345.39%-323.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $328 | $4,012-91.8% | $3,239-89.9% | $5,851-94.4% |
| Admin fee / account holder | $61,590 | $8,287+643.2% | $6,101+909.5% | $11,598+431.0% |