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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 | $38,120 | $148,582-74.3% | $135,942-72.0% | $139,456-72.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.15% | 79.26%-63.1pp | 68.28%-52.1pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,681 | $5,245-68.0% | $4,858-65.4% | $4,753-64.6% |
| Participant deferral / active EE | $2,396 | $8,101-70.4% | $7,759-69.1% | $6,711-64.3% |
| Admin fee / account holder | $553 | $12,402-95.5% | $10,764-94.9% | $11,407-95.2% |