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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 | $100,121 | $160,040-37.4% | $147,096-31.9% | $145,877-31.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 21.26% | 98.49%-77.2pp | 419.75%-398.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,801 | $5,289-66.0% | $4,936-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $2,338 | $8,429-72.3% | $8,071-71.0% | $6,691-65.0% |
| Admin fee / account holder | $1,656 | $15,050-89.0% | $13,005-87.3% | $13,402-87.6% |