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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 | $52,340 | $105,198-50.2% | $159,455-67.2% | $85,856-39.0% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 18.69% | 45.08%-26.4pp | 263.63%-244.9pp | 318.58%-299.9pp |
| Employer contribution / active EE | $962 | $3,319-71.0% | $4,830-80.1% | $2,565-62.5% |
| Participant deferral / active EE | $1,899 | $5,946-68.1% | $7,353-74.2% | $3,952-51.9% |
| Admin fee / account holder | $457 | $6,934-93.4% | $10,800-95.8% | $6,261-92.7% |