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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 | $45,501 | $99,957-54.5% | $149,730-69.6% | $73,493-38.1% |
| Participation rate | 67.9% | 75.7%-7.8pp | 82.5%-14.6pp | 70.7%-2.8pp |
| Annual return | 16.12% | 53.87%-37.7pp | 276.70%-260.6pp | 28.51%-12.4pp |
| Employer contribution / active EE | $797 | $3,191-75.0% | $4,645-82.8% | $2,270-64.9% |
| Participant deferral / active EE | $2,542 | $6,073-58.1% | $6,843-62.8% | $3,740-32.0% |
| Admin fee / account holder | $5,221 | $551+848.1% | $9,310-43.9% | $513+917.6% |