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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 | $44,628 | $91,537-51.2% | $130,045-65.7% | $75,173-40.6% |
| Participation rate | 28.1% | 71.5%-43.3pp | 78.5%-50.4pp | 67.2%-39.1pp |
| Annual return | 27.12% | -631.55%+658.7pp | -137.30%+164.4pp | 160.72%-133.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,561 | $4,343-64.1% | $5,820-73.2% | $4,126-62.2% |
| Admin fee / account holder | $2,214 | $6,780-67.3% | $10,600-79.1% | $5,651-60.8% |