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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 | $90,005 | $88,203+2.0% | $165,100-45.5% | $74,478+20.8% |
| Participation rate | 31.7% | 73.1%-41.4pp | 78.6%-46.9pp | 67.2%-35.5pp |
| Annual return | 14.55% | 17.13%-2.6pp | 70.21%-55.7pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,014 | $2,601-61.0% | $4,348-76.7% | $2,626-61.4% |
| Participant deferral / active EE | $2,112 | $4,505-53.1% | $6,035-65.0% | $4,350-51.5% |
| Admin fee / account holder | $5,473 | $2,235+144.9% | $12,696-56.9% | $1,946+181.3% |