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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 | $43,819 | $107,941-59.4% | $91,994-52.4% | $152,897-71.3% |
| Participation rate | 46.7% | 81.2%-34.5pp | 78.6%-32.0pp | 82.5%-35.8pp |
| Annual return | 20.44% | 89.28%-68.8pp | 69.04%-48.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,401 | $4,212-66.7% | $3,453-59.4% | $4,764-70.6% |
| Participant deferral / active EE | $1,465 | $6,366-77.0% | $5,924-75.3% | $5,851-75.0% |
| Admin fee / account holder | $3,000 | $10,521-71.5% | $7,744-61.3% | $11,599-74.1% |