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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 | $183,760 | $102,393+79.5% | $147,041+25.0% | $80,911+127.1% |
| Participation rate | 26.8% | 75.9%-49.0pp | 82.2%-55.3pp | 67.6%-40.8pp |
| Annual return | 14.51% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,155 | $3,715-68.9% | $4,935-76.6% | $2,756-58.1% |
| Participant deferral / active EE | $1,794 | $6,647-73.0% | $8,071-77.8% | $4,297-58.2% |
| Admin fee / account holder | $7,655 | $7,943-3.6% | $13,006-41.1% | $6,935+10.4% |