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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 | $29,599 | $78,690-62.4% | $161,489-81.7% | $87,485-66.2% |
| Participation rate | 36.4% | 67.5%-31.1pp | 78.7%-42.3pp | 68.9%-32.6pp |
| Annual return | 15.56% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $554 | $2,588-78.6% | $4,268-87.0% | $2,596-78.7% |
| Participant deferral / active EE | $615 | $3,311-81.4% | $5,630-89.1% | $4,274-85.6% |
| Admin fee / account holder | $4,810 | $6,724-28.5% | $16,006-70.0% | $7,775-38.1% |