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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 | $14,062 | $80,812-82.6% | $160,784-91.3% | $82,448-82.9% |
| Participation rate | 38.2% | 66.2%-28.0pp | 77.0%-38.7pp | 68.1%-29.8pp |
| Annual return | 15.20% | 100.59%-85.4pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $696 | $4,335-83.9% | $6,293-88.9% | $4,139-83.2% |
| Admin fee / account holder | $2,603 | $7,695-66.2% | $9,717-73.2% | $7,234-64.0% |