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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 | $20,943 | $176,077-88.1% | $159,455-86.9% | $167,518-87.5% |
| Participation rate | 37.5% | 84.9%-47.4pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 11.74% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,241 | $7,751-84.0% | $7,353-83.1% | $6,342-80.4% |
| Admin fee / account holder | $442 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |