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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 | $56,060 | $138,076-59.4% | $123,553-54.6% | $135,380-58.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.92% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,184 | $5,152-77.0% | $4,628-74.4% | $4,779-75.2% |
| Participant deferral / active EE | $1,470 | $6,800-78.4% | $6,426-77.1% | $5,609-73.8% |
| Admin fee / account holder | $402 | $10,917-96.3% | $9,284-95.7% | $10,828-96.3% |