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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 | $48,788 | $65,704-25.7% | $94,229-48.2% | $59,633-18.2% |
| Participation rate | 32.8% | 72.1%-39.3pp | 78.8%-46.0pp | 68.7%-35.9pp |
| Annual return | -1.69% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $501 | $2,021-75.2% | $3,587-86.0% | $2,203-77.3% |
| Participant deferral / active EE | $1,231 | $3,143-60.8% | $4,320-71.5% | $3,192-61.4% |
| Admin fee / account holder | $1,449 | $4,265-66.0% | $6,269-76.9% | $4,297-66.3% |