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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 | $84,406 | $79,209+6.6% | $102,434-17.6% | $74,459+13.4% |
| Participation rate | 28.7% | 74.8%-46.1pp | 76.5%-47.8pp | 67.2%-38.5pp |
| Annual return | 11.58% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $996 | $2,362-57.8% | $3,023-67.0% | $2,626-62.1% |
| Participant deferral / active EE | $1,755 | $4,417-60.3% | $5,055-65.3% | $4,350-59.6% |
| Admin fee / account holder | $3,234 | $2,002+61.6% | $9,462-65.8% | $1,945+66.3% |