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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 | $47,714 | $102,385-53.4% | $147,080-67.6% | $80,935-41.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 11.94% | 135.09%-123.2pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,430 | $3,717-61.5% | $4,933-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $2,241 | $6,651-66.3% | $8,066-72.2% | $4,299-47.9% |
| Admin fee / account holder | $9,609 | $7,951+20.8% | $12,989-26.0% | $6,924+38.8% |