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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 | $132,282 | $99,652+32.7% | $78,778+67.9% | $147,586-10.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 14.91% | 47.28%-32.4pp | 35.62%-20.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $341 | $2,796-87.8% | $1,986-82.8% | $4,876-93.0% |
| Participant deferral / active EE | $664 | $3,664-81.9% | $2,958-77.5% | $5,439-87.8% |
| Admin fee / account holder | $461 | $7,155-93.6% | $5,134-91.0% | $10,886-95.8% |