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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 | $29,922 | $45,043-33.6% | $85,063-64.8% | $74,400-59.8% |
| Participation rate | 9.2% | 49.4%-40.2pp | 67.5%-58.3pp | 67.2%-58.0pp |
| Annual return | 15.07% | 26.26%-11.2pp | 66.54%-51.5pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $213 | $1,458-85.4% | $2,727-92.2% | $2,624-91.9% |
| Participant deferral / active EE | $384 | $2,733-85.9% | $4,523-91.5% | $4,348-91.2% |
| Admin fee / account holder | $518 | $2,210-76.5% | $6,155-91.6% | $1,944-73.3% |