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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 | $241,872 | $138,102+75.1% | $125,381+92.9% | $134,532+79.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -7.38% | 750.73%-758.1pp | 572.31%-579.7pp | 418.27%-425.6pp |
| Employer contribution / active EE | $1,210 | $5,245-76.9% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $1,770 | $7,801-77.3% | $7,448-76.2% | $6,401-72.3% |
| Admin fee / account holder | $22,222 | $11,568+92.1% | $10,007+122.1% | $11,429+94.4% |