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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 | $54,036 | $124,336-56.5% | $111,303-51.5% | $167,518-67.7% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | 13.11% | 37.45%-24.3pp | 54.66%-41.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $784 | $3,436-77.2% | $2,731-71.3% | $4,838-83.8% |
| Participant deferral / active EE | $1,559 | $5,181-69.9% | $4,487-65.3% | $6,342-75.4% |
| Admin fee / account holder | $1,551 | $10,623-85.4% | $7,966-80.5% | $12,312-87.4% |