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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 | $66,592 | $138,102-51.8% | $125,381-46.9% | $134,532-50.5% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -1.33% | 750.73%-752.1pp | 572.31%-573.6pp | 418.27%-419.6pp |
| Employer contribution / active EE | $2,044 | $5,245-61.0% | $4,815-57.6% | $4,741-56.9% |
| Participant deferral / active EE | $2,507 | $7,801-67.9% | $7,448-66.3% | $6,401-60.8% |
| Admin fee / account holder | $20,489 | $11,568+77.1% | $10,007+104.7% | $11,429+79.3% |