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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 | $59,222 | $75,807-21.9% | $116,096-49.0% | $86,983-31.9% |
| Participation rate | 15.2% | 66.9%-51.7pp | 73.3%-58.2pp | 69.5%-54.4pp |
| Annual return | 14.85% | 18.57%-3.7pp | 326.25%-311.4pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $310 | $3,212-90.3% | $3,952-92.1% | $4,194-92.6% |
| Admin fee / account holder | $2,018 | $6,659-69.7% | $7,704-73.8% | $7,856-74.3% |