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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 | $46,754 | $97,732-52.2% | $83,831-44.2% | $135,380-65.5% |
| Participation rate | 34.8% | 80.0%-45.2pp | 76.1%-41.4pp | 82.6%-47.9pp |
| Annual return | -5.60% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,245 | $4,222+0.6% | $3,631+16.9% | $4,779-11.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,311 | $6,675+9.5% | $5,479+33.4% | $10,828-32.5% |