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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 | $67,695 | $160,028-57.7% | $147,080-54.0% | $145,884-53.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.03% | 98.60%-78.6pp | 420.17%-400.1pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,600 | $5,286-69.7% | $4,933-67.6% | $4,662-65.7% |
| Participant deferral / active EE | $2,136 | $8,422-74.6% | $8,066-73.5% | $6,690-68.1% |
| Admin fee / account holder | $19,541 | $15,030+30.0% | $12,989+50.4% | $13,392+45.9% |