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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 | $6,624 | $88,815-92.5% | $81,882-91.9% | $145,897-95.5% |
| Participation rate | 21.7% | 75.1%-53.3pp | 72.4%-50.6pp | 80.3%-58.6pp |
| Annual return | 11.73% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.6pp |
| Employer contribution / active EE | $373 | $3,086-87.9% | $2,916-87.2% | $4,663-92.0% |
| Participant deferral / active EE | $659 | $4,647-85.8% | $4,323-84.8% | $6,689-90.2% |
| Admin fee / account holder | $1,847 | $8,434-78.1% | $7,360-74.9% | $13,390-86.2% |