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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 | $38,346 | $102,635-62.6% | $86,209-55.5% | $139,456-72.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 17.38% | 1923.53%-1906.2pp | 1169.05%-1151.7pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $130 | $4,677-97.2% | $3,986-96.7% | $6,711-98.1% |
| Admin fee / account holder | $1,091 | $8,661-87.4% | $6,853-84.1% | $11,407-90.4% |