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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 | $21,949 | $63,346-65.4% | $92,240-76.2% | $70,126-68.7% |
| Participation rate | 42.2% | 68.7%-26.5pp | 76.5%-34.3pp | 69.5%-27.4pp |
| Annual return | 13.26% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $856 | $2,471-65.4% | $3,680-76.7% | $2,343-63.5% |
| Participant deferral / active EE | $1,011 | $2,854-64.6% | $3,897-74.1% | $3,332-69.7% |
| Admin fee / account holder | $959 | $3,841-75.0% | $5,194-81.5% | $4,645-79.4% |