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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 | $11,990 | $57,140-79.0% | $85,240-85.9% | $80,959-85.2% |
| Participation rate | 41.6% | 56.4%-14.9pp | 67.5%-26.0pp | 67.7%-26.1pp |
| Annual return | 14.78% | 21.71%-6.9pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,818 | $1,802+0.9% | $2,735-33.5% | $2,757-34.1% |
| Participant deferral / active EE | $715 | $3,115-77.1% | $4,527-84.2% | $4,300-83.4% |
| Admin fee / account holder | $826 | $4,992-83.5% | $6,165-86.6% | $6,925-88.1% |