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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 | $56,831 | $69,708-18.5% | $67,560-15.9% | $74,478-23.7% |
| Participation rate | 20.6% | 71.4%-50.8pp | 72.9%-52.3pp | 67.2%-46.6pp |
| Annual return | 53.04% | -40.67%+93.7pp | 3533.50%-3480.5pp | 1370.56%-1317.5pp |
| Employer contribution / active EE | $659 | $2,715-75.7% | $2,737-75.9% | $2,626-74.9% |
| Participant deferral / active EE | $1,096 | $3,637-69.9% | $4,004-72.6% | $4,350-74.8% |
| Admin fee / account holder | $984 | $887+10.9% | $3,994-75.4% | $1,946-49.4% |