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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 | $171,681 | $77,472+121.6% | $100,392+71.0% | $80,935+112.1% |
| Participation rate | 38.5% | 76.9%-38.5pp | 81.5%-43.0pp | 67.7%-29.2pp |
| Annual return | 12.56% | 37.26%-24.7pp | 49.45%-36.9pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,956 | $2,800-30.1% | $3,941-50.4% | $2,757-29.0% |
| Participant deferral / active EE | $2,612 | $6,818-61.7% | $8,090-67.7% | $4,299-39.2% |
| Admin fee / account holder | $14,075 | $5,885+139.2% | $7,904+78.1% | $6,924+103.3% |