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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 | $27,188 | $85,766-68.3% | $136,298-80.1% | $70,126-61.2% |
| Participation rate | 38.8% | 74.2%-35.3pp | 81.9%-43.1pp | 69.5%-30.7pp |
| Annual return | 16.40% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $975 | $2,966-67.1% | $4,696-79.2% | $2,343-58.4% |
| Participant deferral / active EE | $2,051 | $5,051-59.4% | $6,247-67.2% | $3,332-38.4% |
| Admin fee / account holder | $3,545 | $5,421-34.6% | $9,244-61.7% | $4,645-23.7% |