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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 | $31,101 | $89,367-65.2% | $141,191-78.0% | $72,975-57.4% |
| Participation rate | 31.3% | 75.1%-43.9pp | 82.5%-51.2pp | 69.5%-38.2pp |
| Annual return | 21.76% | 111.87%-90.1pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $653 | $3,115-79.0% | $4,736-86.2% | $2,440-73.2% |
| Participant deferral / active EE | $509 | $5,419-90.6% | $6,710-92.4% | $3,608-85.9% |
| Admin fee / account holder | $430 | $5,957-92.8% | $10,264-95.8% | $5,124-91.6% |