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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 | $18,928 | $75,541-74.9% | $152,093-87.6% | $82,637-77.1% |
| Participation rate | 19.6% | 66.5%-46.9pp | 77.8%-58.1pp | 68.1%-48.4pp |
| Annual return | 15.60% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $341 | $3,206-89.4% | $5,451-93.8% | $4,126-91.7% |
| Admin fee / account holder | $380 | $6,405-94.1% | $14,497-97.4% | $7,339-94.8% |