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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 | $53,580 | $79,189-32.3% | $102,457-47.7% | $74,400-28.0% |
| Participation rate | 40.2% | 74.8%-34.6pp | 76.5%-36.3pp | 67.2%-27.0pp |
| Annual return | 13.43% | 54.98%-41.5pp | 29.41%-16.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $850 | $2,362-64.0% | $3,022-71.9% | $2,624-67.6% |
| Participant deferral / active EE | $2,143 | $4,415-51.5% | $5,054-57.6% | $4,348-50.7% |
| Admin fee / account holder | $1,711 | $2,002-14.5% | $9,451-81.9% | $1,944-11.9% |