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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 | $76,525 | $25,723+197.5% | $69,182+10.6% | $55,167+38.7% |
| Participation rate | 4.9% | 39.4%-34.6pp | 55.1%-50.3pp | 69.0%-64.1pp |
| Annual return | 5.97% | 9.56%-3.6pp | -21.93%+27.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $187 | $480-61.1% | $1,206-84.5% | $1,963-90.5% |
| Participant deferral / active EE | $261 | $963-72.9% | $1,897-86.2% | $3,054-91.4% |
| Admin fee / account holder | $998 | $365+173.6% | $2,697-63.0% | $504+98.0% |