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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 | $10,107 | $57,119-82.3% | $85,187-88.1% | $80,935-87.5% |
| Participation rate | 48.0% | 56.4%-8.4pp | 67.5%-19.5pp | 67.7%-19.7pp |
| Annual return | 223.89% | 21.70%+202.2pp | 66.67%+157.2pp | 35.66%+188.2pp |
| Employer contribution / active EE | $480 | $1,802-73.4% | $2,732-82.4% | $2,757-82.6% |
| Participant deferral / active EE | $637 | $3,115-79.5% | $4,525-85.9% | $4,299-85.2% |
| Admin fee / account holder | $6,478 | $4,990+29.8% | $6,162+5.1% | $6,924-6.4% |