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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 | $4,214 | $24,618-82.9% | $71,585-94.1% | $82,637-94.9% |
| Participation rate | 52.3% | 68.2%-15.9pp | 68.2%-15.9pp | 68.1%-15.8pp |
| Annual return | 17.18% | 93.17%-76.0pp | 59.26%-42.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $218 | $852-74.4% | $1,669-87.0% | $2,552-91.5% |
| Participant deferral / active EE | $496 | $1,720-71.2% | $2,923-83.0% | $4,126-88.0% |
| Admin fee / account holder | $672 | $3,285-79.5% | $4,712-85.7% | $7,339-90.8% |