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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 | $47,238 | $59,467-20.6% | $93,727-49.6% | $74,478-36.6% |
| Participation rate | 40.0% | 59.6%-19.6pp | 68.7%-28.7pp | 67.2%-27.2pp |
| Annual return | 17.19% | 82.14%-64.9pp | 133.83%-116.6pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,529 | $1,267+20.7% | $2,421-36.8% | $2,626-41.8% |
| Participant deferral / active EE | $864 | $3,052-71.7% | $4,417-80.4% | $4,350-80.1% |
| Admin fee / account holder | $2,091 | $3,028-31.0% | $8,292-74.8% | $1,946+7.4% |