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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 | $43,959 | $83,485-47.3% | $125,192-64.9% | $72,975-39.8% |
| Participation rate | 41.2% | 73.3%-32.1pp | 79.8%-38.6pp | 69.5%-28.3pp |
| Annual return | 23.31% | 25.77%-2.5pp | 43.79%-20.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,514 | $3,586-57.8% | $4,937-69.3% | $3,608-58.0% |
| Admin fee / account holder | $2,474 | $5,518-55.2% | $9,704-74.5% | $5,124-51.7% |