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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 | $28,813 | $54,370-47.0% | $82,763-65.2% | $68,490-57.9% |
| Participation rate | 52.3% | 63.9%-11.7pp | 72.6%-20.3pp | 67.9%-15.6pp |
| Annual return | -15.60% | -13.67%-1.9pp | 702.45%-718.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $446 | $2,219-79.9% | $3,008-85.2% | $2,597-82.8% |
| Participant deferral / active EE | $544 | $3,247-83.2% | $4,395-87.6% | $4,028-86.5% |
| Admin fee / account holder | $449 | $4,398-89.8% | $5,325-91.6% | $5,403-91.7% |