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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 | $110,321 | $91,536+20.5% | $130,062-15.2% | $75,177+46.7% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 21.15% | -631.62%+652.8pp | -137.37%+158.5pp | 160.75%-139.6pp |
| Employer contribution / active EE | $1,495 | $2,845-47.4% | $4,322-65.4% | $2,671-44.0% |
| Participant deferral / active EE | $1,606 | $4,343-63.0% | $5,821-72.4% | $4,126-61.1% |
| Admin fee / account holder | $1,156 | $6,780-83.0% | $10,601-89.1% | $5,651-79.5% |