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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 | $161,825 | $98,240+64.7% | $82,312+96.6% | $147,586+9.6% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 18.36% | 30.85%-12.5pp | 25.88%-7.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,323 | $4,383-69.8% | $3,706-64.3% | $5,439-75.7% |
| Admin fee / account holder | $2,961 | $8,563-65.4% | $5,608-47.2% | $10,886-72.8% |