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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 | $67,254 | $90,607-25.8% | $79,467-15.4% | $135,380-50.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.47% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,225 | $3,068-60.1% | $2,800-56.2% | $4,779-74.4% |
| Participant deferral / active EE | $400 | $4,050-90.1% | $3,704-89.2% | $5,609-92.9% |
| Admin fee / account holder | $315 | $5,895-94.7% | $5,104-93.8% | $10,828-97.1% |