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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 | $133,062 | $102,595+29.7% | $94,057+41.5% | $154,746-14.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 19.98% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $972 | $3,147-69.1% | $2,933-66.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,035 | $5,118-79.8% | $4,709-78.0% | $6,730-84.6% |
| Admin fee / account holder | $1,171 | $7,736-84.9% | $7,244-83.8% | $14,365-91.9% |