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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 | $25,503 | $57,350-55.5% | $83,850-69.6% | $64,181-60.3% |
| Participation rate | 8.8% | 68.6%-59.8pp | 76.1%-67.3pp | 69.6%-60.7pp |
| Annual return | -6.65% | 11.38%-18.0pp | 850.92%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $379 | $2,993-87.3% | $4,082-90.7% | $3,470-89.1% |
| Admin fee / account holder | $1,371 | $4,046-66.1% | $5,478-75.0% | $4,887-72.0% |