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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 | $28,889 | $54,763-47.2% | $90,324-68.0% | $72,976-60.4% |
| Participation rate | 17.1% | 65.2%-48.1pp | 73.3%-56.2pp | 69.5%-52.4pp |
| Annual return | 16.43% | 30.63%-14.2pp | 78.15%-61.7pp | 81.02%-64.6pp |
| Employer contribution / active EE | $322 | $2,093-84.6% | $2,856-88.7% | $2,440-86.8% |
| Participant deferral / active EE | $691 | $2,887-76.1% | $3,885-82.2% | $3,608-80.9% |
| Admin fee / account holder | $433 | $3,973-89.1% | $5,356-91.9% | $5,124-91.5% |