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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 | $35,237 | $59,402-40.7% | $93,654-62.4% | $74,546-52.7% |
| Participation rate | 28.3% | 59.7%-31.4pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 101.63% | 81.86%+19.8pp | 133.34%-31.7pp | 1366.03%-1264.4pp |
| Employer contribution / active EE | $597 | $1,265-52.8% | $2,421-75.4% | $2,624-77.3% |
| Participant deferral / active EE | $1,046 | $3,049-65.7% | $4,413-76.3% | $4,347-75.9% |
| Admin fee / account holder | $1,011 | $3,023-66.5% | $8,282-87.8% | $1,944-48.0% |