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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 | $31,737 | $156,398-79.7% | $147,318-78.5% | $138,895-77.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.82% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,113 | $4,853-77.1% | $4,593-75.8% | $4,194-73.5% |
| Participant deferral / active EE | $2,262 | $8,237-72.5% | $7,906-71.4% | $6,396-64.6% |
| Admin fee / account holder | $531 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |