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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 | $26,133 | $56,287-53.6% | $80,977-67.7% | $62,881-58.4% |
| Participation rate | 51.1% | 68.9%-17.9pp | 75.8%-24.7pp | 69.3%-18.2pp |
| Annual return | 6.50% | 22.13%-15.6pp | 17.11%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $872 | $4,196-79.2% | $5,696-84.7% | $3,203-72.8% |
| Admin fee / account holder | $698 | $3,742-81.4% | $5,517-87.4% | $4,296-83.8% |