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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 | $39,048 | $145,174-73.1% | $182,262-78.6% | $69,255-43.6% |
| Participation rate | 21.9% | 77.3%-55.3pp | 84.2%-62.3pp | 69.0%-47.1pp |
| Annual return | 17.77% | 24.21%-6.4pp | 140.60%-122.8pp | 26.73%-9.0pp |
| Employer contribution / active EE | $514 | $4,864-89.4% | $5,046-89.8% | $2,645-80.6% |
| Participant deferral / active EE | $936 | $7,703-87.9% | $8,276-88.7% | $2,890-67.6% |
| Admin fee / account holder | $6,356 | $791+703.1% | $16,712-62.0% | $733+767.4% |