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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 | $33,112 | $117,859-71.9% | $102,438-67.7% | $145,959-77.3% |
| Participation rate | 10.0% | 78.6%-68.6pp | 76.5%-66.5pp | 80.3%-70.3pp |
| Annual return | 13.42% | 31.72%-18.3pp | 29.37%-16.0pp | 561.95%-548.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $490 | $5,732-91.4% | $5,054-90.3% | $6,689-92.7% |
| Admin fee / account holder | $3,419 | $13,318-74.3% | $9,448-63.8% | $13,398-74.5% |