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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 | $44,014 | $111,830-60.6% | $93,696-53.0% | $145,884-69.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 15.02% | 204.08%-189.1pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,178 | $3,093-61.9% | $2,422-51.4% | $4,662-74.7% |
| Participant deferral / active EE | $433 | $4,920-91.2% | $4,417-90.2% | $6,690-93.5% |
| Admin fee / account holder | $551 | $10,249-94.6% | $8,287-93.4% | $13,392-95.9% |