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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 | $73,107-19.0% | $114,563-48.3% | $87,485-32.3% |
| Participation rate | 15.2% | 65.8%-50.6pp | 72.9%-57.8pp | 68.9%-53.8pp |
| Annual return | 14.85% | 19.47%-4.6pp | 241.09%-226.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $310 | $3,144-90.1% | $4,142-92.5% | $4,274-92.7% |
| Admin fee / account holder | $2,018 | $5,770-65.0% | $7,623-73.5% | $7,775-74.0% |