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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 | $28,174 | $71,878-60.8% | $86,698-67.5% | $68,486-58.9% |
| Participation rate | 50.6% | 72.2%-21.6pp | 76.6%-26.0pp | 67.9%-17.3pp |
| Annual return | -15.76% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,005 | $2,173-53.8% | $2,837-64.6% | $2,597-61.3% |
| Participant deferral / active EE | $1,436 | $3,779-62.0% | $4,656-69.2% | $4,028-64.3% |
| Admin fee / account holder | $1,583 | $6,113-74.1% | $7,493-78.9% | $5,404-70.7% |