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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 | $15,248 | $111,830-86.4% | $93,696-83.7% | $145,884-89.5% |
| Participation rate | 27.8% | 74.2%-46.4pp | 68.7%-40.9pp | 80.3%-52.5pp |
| Annual return | 13.17% | 204.08%-190.9pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $802 | $3,093-74.1% | $2,422-66.9% | $4,662-82.8% |
| Participant deferral / active EE | $860 | $4,920-82.5% | $4,417-80.5% | $6,690-87.1% |
| Admin fee / account holder | $1,999 | $10,249-80.5% | $8,287-75.9% | $13,392-85.1% |