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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 | $23,822 | $91,086-73.8% | $203,872-88.3% | $86,983-72.6% |
| Participation rate | 50.0% | 65.8%-15.8pp | 77.8%-27.8pp | 69.5%-19.5pp |
| Annual return | 13.99% | 22.30%-8.3pp | 85.11%-71.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $407 | $2,063-80.3% | $3,757-89.2% | $2,584-84.2% |
| Participant deferral / active EE | $869 | $4,019-78.4% | $6,388-86.4% | $4,194-79.3% |
| Admin fee / account holder | $2,190 | $8,987-75.6% | $11,730-81.3% | $7,856-72.1% |