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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 | $19,463 | $23,330-16.6% | $64,489-69.8% | $82,448-76.4% |
| Participation rate | 26.3% | 68.3%-42.0pp | 67.7%-41.4pp | 68.1%-41.8pp |
| Annual return | 16.60% | 83.66%-67.1pp | 55.03%-38.4pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $439 | $1,707-74.3% | $2,778-84.2% | $4,139-89.4% |
| Admin fee / account holder | $1,637 | $2,946-44.4% | $4,260-61.6% | $7,234-77.4% |