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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 | $55,200 | $154,209-64.2% | $130,062-57.6% | $139,487-60.4% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.7pp | 80.3%-26.5pp |
| Annual return | 19.55% | 32.52%-13.0pp | -137.37%+156.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,662 | $6,709-75.2% | $5,821-71.4% | $6,713-75.2% |
| Admin fee / account holder | $18,034 | $13,988+28.9% | $10,601+70.1% | $11,407+58.1% |