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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 | $32,236 | $78,197-58.8% | $98,090-67.1% | $82,637-61.0% |
| Participation rate | 48.5% | 77.5%-29.0pp | 81.5%-33.1pp | 68.1%-19.6pp |
| Annual return | 103.97% | 40.25%+63.7pp | 37.05%+66.9pp | 53.51%+50.5pp |
| Employer contribution / active EE | $949 | $2,605-63.6% | $3,606-73.7% | $2,552-62.8% |
| Participant deferral / active EE | $1,690 | $6,636-74.5% | $7,845-78.5% | $4,126-59.0% |
| Admin fee / account holder | $3,704 | $14,832-75.0% | $11,815-68.6% | $7,339-49.5% |