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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 | $45,556 | $91,525-50.2% | $130,026-65.0% | $75,181-39.4% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 15.18% | -631.40%+646.6pp | -137.26%+152.4pp | 160.69%-145.5pp |
| Employer contribution / active EE | $1,201 | $2,844-57.8% | $4,321-72.2% | $2,671-55.0% |
| Participant deferral / active EE | $1,564 | $4,342-64.0% | $5,821-73.1% | $4,126-62.1% |
| Admin fee / account holder | $18,287 | $6,778+169.8% | $10,608+72.4% | $5,650+223.7% |