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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 | $54,076 | $82,674-34.6% | $125,363-56.9% | $68,495-21.1% |
| Participation rate | 35.1% | 75.0%-40.0pp | 82.4%-47.3pp | 67.9%-32.8pp |
| Annual return | -6.70% | -5.97%-0.7pp | 572.15%-578.9pp | -7.84%+1.1pp |
| Employer contribution / active EE | $1,100 | $3,382-67.5% | $4,815-77.1% | $2,596-57.6% |
| Participant deferral / active EE | $2,305 | $6,111-62.3% | $7,447-69.1% | $4,028-42.8% |
| Admin fee / account holder | $2,972 | $6,276-52.7% | $10,005-70.3% | $5,403-45.0% |