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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 | $14,129 | $44,714-68.4% | $91,225-84.5% | $66,938-78.9% |
| Participation rate | 21.7% | 65.0%-43.3pp | 73.2%-51.5pp | 69.8%-48.1pp |
| Annual return | 267.98% | -12.25%+280.2pp | 114.12%+153.9pp | 1.58%+266.4pp |
| Employer contribution / active EE | $666 | $1,710-61.0% | $2,851-76.6% | $2,545-73.8% |
| Participant deferral / active EE | $1,220 | $3,355-63.6% | $4,233-71.2% | $4,238-71.2% |
| Admin fee / account holder | $625 | $521+20.0% | $5,422-88.5% | $594+5.4% |