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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 | $31,189 | $156,398-80.1% | $147,318-78.8% | $138,895-77.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.27% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,491 | $4,853-69.3% | $4,593-67.5% | $4,194-64.4% |
| Participant deferral / active EE | $1,818 | $8,237-77.9% | $7,906-77.0% | $6,396-71.6% |
| Admin fee / account holder | $906 | $14,976-93.9% | $13,708-93.4% | $12,562-92.8% |