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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 | $29,004 | $58,726-50.6% | $92,240-68.6% | $62,293-53.4% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 15.05% | 43.62%-28.6pp | 176.29%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $850 | $2,766-69.3% | $3,897-78.2% | $3,169-73.2% |
| Admin fee / account holder | $827 | $556+48.6% | $5,194-84.1% | $479+72.5% |