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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 | $41,265 | $172,111-76.0% | $150,298-72.5% | $137,256-69.9% |
| Participation rate | 23.1% | 81.7%-58.6pp | 77.8%-54.7pp | 80.0%-56.9pp |
| Annual return | 16.05% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,019 | $6,166-83.5% | $5,453-81.3% | $6,407-84.1% |
| Admin fee / account holder | $1,121 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |