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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 | $114,174 | $107,421+6.3% | $182,262-37.4% | $94,015+21.4% |
| Participation rate | 40.7% | 77.8%-37.0pp | 84.2%-43.5pp | 70.8%-30.1pp |
| Annual return | 13.58% | 21.32%-7.7pp | 140.60%-127.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $709 | $3,448-79.4% | $5,046-85.9% | $2,790-74.6% |
| Participant deferral / active EE | $1,828 | $6,558-72.1% | $8,276-77.9% | $4,249-57.0% |
| Admin fee / account holder | $1,310 | $8,692-84.9% | $16,712-92.2% | $8,951-85.4% |