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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 | $15,935 | $80,812-80.3% | $160,784-90.1% | $82,448-80.7% |
| Participation rate | 53.3% | 66.2%-12.9pp | 77.0%-23.6pp | 68.1%-14.7pp |
| Annual return | 18.18% | 100.59%-82.4pp | 1803.92%-1785.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $610 | $2,174-71.9% | $3,733-83.7% | $2,551-76.1% |
| Participant deferral / active EE | $1,150 | $4,335-73.5% | $6,293-81.7% | $4,139-72.2% |
| Admin fee / account holder | $691 | $7,695-91.0% | $9,717-92.9% | $7,234-90.4% |