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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 | $65,424 | $59,467+10.0% | $93,727-30.2% | $74,478-12.2% |
| Participation rate | 28.6% | 59.6%-31.0pp | 68.7%-40.1pp | 67.2%-38.7pp |
| Annual return | 11.04% | 82.14%-71.1pp | 133.83%-122.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $445 | $1,267-64.8% | $2,421-81.6% | $2,626-83.0% |
| Participant deferral / active EE | $1,316 | $3,052-56.9% | $4,417-70.2% | $4,350-69.7% |
| Admin fee / account holder | $5,157 | $3,028+70.3% | $8,292-37.8% | $1,946+165.0% |