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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 | $46,865 | $93,345-49.8% | $119,126-60.7% | $87,485-46.4% |
| Participation rate | 56.0% | 68.7%-12.7pp | 75.8%-19.8pp | 68.9%-12.9pp |
| Annual return | 14.41% | 19.08%-4.7pp | 282.11%-267.7pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,075 | $3,172-34.6% | $4,034-48.6% | $2,596-20.1% |
| Participant deferral / active EE | $109 | $4,099-97.3% | $5,318-98.0% | $4,274-97.5% |
| Admin fee / account holder | $2,139 | $8,039-73.4% | $10,693-80.0% | $7,775-72.5% |