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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 | $31,789 | $159,978-80.1% | $147,041-78.4% | $145,978-78.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.02% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,091 | $5,288-79.4% | $4,935-77.9% | $4,662-76.6% |
| Participant deferral / active EE | $2,182 | $8,429-74.1% | $8,071-73.0% | $6,690-67.4% |
| Admin fee / account holder | $5,031 | $15,053-66.6% | $13,006-61.3% | $13,400-62.5% |