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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 | $16,023 | $88,702-81.9% | $81,780-80.4% | $145,978-89.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 12.69% | 1029.12%-1016.4pp | 776.27%-763.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $350 | $3,084-88.7% | $2,914-88.0% | $4,662-92.5% |
| Participant deferral / active EE | $421 | $4,645-90.9% | $4,321-90.2% | $6,690-93.7% |
| Admin fee / account holder | $2,722 | $8,414-67.7% | $7,384-63.1% | $13,400-79.7% |