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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 | $46,790 | $67,396-30.6% | $60,919-23.2% | $134,545-65.2% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.1%-61.3pp | 81.2%-69.5pp |
| Annual return | 19.35% | 50.12%-30.8pp | 16.96%+2.4pp | 418.37%-399.0pp |
| Employer contribution / active EE | $772 | $3,101-75.1% | $2,704-71.4% | $4,742-83.7% |
| Participant deferral / active EE | $577 | $4,534-87.3% | $3,814-84.9% | $6,401-91.0% |
| Admin fee / account holder | $957 | $4,590-79.1% | $3,228-70.3% | $11,431-91.6% |