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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 | $3,811 | $27,943-86.4% | $58,507-93.5% | $75,177-94.9% |
| Participation rate | 10.5% | 38.8%-28.3pp | 50.9%-40.3pp | 67.2%-56.7pp |
| Annual return | 36.71% | 44.22%-7.5pp | 4252.32%-4215.6pp | 160.75%-124.0pp |
| Employer contribution / active EE | $103 | $670-84.6% | $1,053-90.2% | $2,671-96.2% |
| Participant deferral / active EE | $181 | $1,202-85.0% | $1,922-90.6% | $4,126-95.6% |
| Admin fee / account holder | $626 | $1,727-63.8% | $2,486-74.8% | $5,651-88.9% |