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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 | $20,427 | $111,830-81.7% | $93,696-78.2% | $145,884-86.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.41% | 204.08%-190.7pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $724 | $3,093-76.6% | $2,422-70.1% | $4,662-84.5% |
| Participant deferral / active EE | $1,162 | $4,920-76.4% | $4,417-73.7% | $6,690-82.6% |
| Admin fee / account holder | $2,018 | $10,249-80.3% | $8,287-75.7% | $13,392-84.9% |