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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 | $178,173 | $159,978+11.4% | $147,041+21.2% | $145,978+22.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.03% | 98.36%-82.3pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,232 | $5,288-76.7% | $4,935-75.0% | $4,662-73.6% |
| Participant deferral / active EE | $2,097 | $8,429-75.1% | $8,071-74.0% | $6,690-68.7% |
| Admin fee / account holder | $46,063 | $15,053+206.0% | $13,006+254.2% | $13,400+243.7% |