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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 | $172,424 | $80,812+113.4% | $160,784+7.2% | $82,448+109.1% |
| Participation rate | 36.7% | 66.2%-29.6pp | 77.0%-40.3pp | 68.1%-31.4pp |
| Annual return | 16.37% | 100.59%-84.2pp | 1803.92%-1787.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $839 | $2,174-61.4% | $3,733-77.5% | $2,551-67.1% |
| Participant deferral / active EE | $1,008 | $4,335-76.7% | $6,293-84.0% | $4,139-75.6% |
| Admin fee / account holder | $4,621 | $7,695-40.0% | $9,717-52.4% | $7,234-36.1% |