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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 | $66,343 | $124,336-46.6% | $111,303-40.4% | $167,518-60.4% |
| Participation rate | 35.0% | 79.6%-44.6pp | 77.3%-42.3pp | 82.1%-47.1pp |
| Annual return | 18.53% | 37.45%-18.9pp | 54.66%-36.1pp | 478.71%-460.2pp |
| Employer contribution / active EE | $714 | $3,436-79.2% | $2,731-73.9% | $4,838-85.2% |
| Participant deferral / active EE | $1,404 | $5,181-72.9% | $4,487-68.7% | $6,342-77.9% |
| Admin fee / account holder | $431 | $10,623-95.9% | $7,966-94.6% | $12,312-96.5% |