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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 | $61,951 | $107,368-42.3% | $92,915-33.3% | $152,909-59.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 21.93% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $409 | $4,848-91.6% | $4,238-90.3% | $5,851-93.0% |
| Admin fee / account holder | $504 | $7,082-92.9% | $5,796-91.3% | $11,601-95.7% |