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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 | $25,460 | $160,028-84.1% | $147,080-82.7% | $145,884-82.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 12.71% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,444 | $5,286-72.7% | $4,933-70.7% | $4,662-69.0% |
| Participant deferral / active EE | $2,147 | $8,422-74.5% | $8,066-73.4% | $6,690-67.9% |
| Admin fee / account holder | $1,318 | $15,030-91.2% | $12,989-89.9% | $13,392-90.2% |