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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 | $14,945 | $47,479-68.5% | $62,929-76.3% | $82,448-81.9% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 15.65% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $781 | $1,885-58.6% | $2,505-68.8% | $2,551-69.4% |
| Participant deferral / active EE | $337 | $2,870-88.3% | $3,888-91.3% | $4,139-91.9% |
| Admin fee / account holder | $2,351 | $3,804-38.2% | $5,065-53.6% | $7,234-67.5% |