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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 | $194,421 | $53,063+266.4% | $124,206+56.5% | $82,637+135.3% |
| Participation rate | 39.3% | 58.4%-19.1pp | 69.6%-30.3pp | 68.1%-28.8pp |
| Annual return | 15.04% | 68.87%-53.8pp | 515.27%-500.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,933 | $1,530+91.7% | $3,540-17.1% | $2,552+14.9% |
| Participant deferral / active EE | $459 | $2,644-82.7% | $3,968-88.4% | $4,126-88.9% |
| Admin fee / account holder | $1,649 | $4,281-61.5% | $5,929-72.2% | $7,339-77.5% |