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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 | $53,796 | $110,379-51.3% | $102,412-47.5% | $145,884-63.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 14.63% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,320 | $5,622-76.5% | $5,060-73.9% | $6,690-80.3% |
| Admin fee / account holder | $465 | $9,745-95.2% | $8,388-94.5% | $13,392-96.5% |