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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 | $73,623 | $100,970-27.1% | $96,576-23.8% | $137,256-46.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 14.72% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,019 | $3,809-47.0% | $3,553-43.2% | $4,156-51.4% |
| Participant deferral / active EE | $2,019 | $8,286-75.6% | $7,956-74.6% | $6,407-68.5% |
| Admin fee / account holder | $1,067 | $11,312-90.6% | $11,381-90.6% | $12,270-91.3% |