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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 | $53,116 | $62,146-14.5% | $81,438-34.8% | $74,546-28.7% |
| Participation rate | 30.2% | 64.1%-33.8pp | 69.5%-39.3pp | 67.2%-37.0pp |
| Annual return | 13.27% | 16.49%-3.2pp | 24.74%-11.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $748 | $1,883-60.3% | $2,460-69.6% | $2,624-71.5% |
| Participant deferral / active EE | $1,205 | $3,229-62.7% | $3,883-69.0% | $4,347-72.3% |
| Admin fee / account holder | $8,114 | $1,922+322.1% | $5,764+40.8% | $1,944+317.5% |