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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 | $33,736 | $201,259-83.2% | $184,200-81.7% | $145,959-76.9% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 15.74% | 28.98%-13.2pp | 28.80%-13.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,924 | $9,806-70.2% | $9,132-68.0% | $6,689-56.3% |
| Admin fee / account holder | $16,641 | $16,372+1.6% | $13,907+19.7% | $13,398+24.2% |