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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 | $70,128 | $93,617-25.1% | $135,982-48.4% | $75,177-6.7% |
| Participation rate | 28.9% | 75.2%-46.3pp | 81.9%-53.0pp | 67.2%-38.3pp |
| Annual return | 120.52% | 30.89%+89.6pp | 68.32%+52.2pp | 160.75%-40.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,005 | $6,406-68.7% | $7,760-74.2% | $4,126-51.4% |
| Admin fee / account holder | $8,997 | $6,980+28.9% | $10,767-16.4% | $5,651+59.2% |