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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 | $36,867 | $65,364-43.6% | $92,909-60.3% | $72,975-49.5% |
| Participation rate | 54.9% | 68.3%-13.4pp | 76.0%-21.1pp | 69.5%-14.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $596 | $2,594-77.0% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $1,043 | $3,128-66.7% | $4,238-75.4% | $3,608-71.1% |
| Admin fee / account holder | $970 | $4,251-77.2% | $5,795-83.3% | $5,124-81.1% |