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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 | $158,761 | $57,140+177.8% | $85,240+86.3% | $80,959+96.1% |
| Participation rate | 14.8% | 56.4%-41.6pp | 67.5%-52.7pp | 67.7%-52.9pp |
| Annual return | 15.35% | 21.71%-6.4pp | 66.75%-51.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $352 | $1,802-80.5% | $2,735-87.1% | $2,757-87.2% |
| Participant deferral / active EE | $656 | $3,115-78.9% | $4,527-85.5% | $4,300-84.7% |
| Admin fee / account holder | $1,032 | $4,992-79.3% | $6,165-83.3% | $6,925-85.1% |