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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 | $33,502 | $88,672-62.2% | $105,223-68.2% | $82,448-59.4% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 56.27% | 30.86%+25.4pp | 180.65%-124.4pp | 41.64%+14.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,657 | $4,036-58.9% | $5,072-67.3% | $4,139-60.0% |
| Admin fee / account holder | $975 | $7,146-86.4% | $8,859-89.0% | $7,234-86.5% |