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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 | $40,798 | $53,841-24.2% | $75,731-46.1% | $85,851-52.5% |
| Participation rate | 30.8% | 69.0%-38.3pp | 74.8%-44.1pp | 69.3%-38.6pp |
| Annual return | 28.50% | 24.54%+4.0pp | 104.65%-76.2pp | 318.63%-290.1pp |
| Employer contribution / active EE | $400 | $2,017-80.2% | $2,743-85.4% | $2,565-84.4% |
| Participant deferral / active EE | $673 | $2,895-76.7% | $3,820-82.4% | $3,952-83.0% |
| Admin fee / account holder | $11,185 | $3,340+234.8% | $3,620+209.0% | $6,261+78.7% |