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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 | $22,934 | $85,169-73.1% | $172,755-86.7% | $72,983-68.6% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 24.06% | 27.32%-3.3pp | 802.94%-778.9pp | 81.01%-57.0pp |
| Employer contribution / active EE | $637 | $3,324-80.8% | $5,144-87.6% | $2,440-73.9% |
| Participant deferral / active EE | $254 | $3,260-92.2% | $5,198-95.1% | $3,608-93.0% |
| Admin fee / account holder | $1,636 | $5,880-72.2% | $13,955-88.3% | $5,124-68.1% |