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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 | $40,637 | $157,276-74.2% | $141,177-71.2% | $152,885-73.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 18.52% | 64.33%-45.8pp | 71.40%-52.9pp | 345.39%-326.9pp |
| Employer contribution / active EE | $1,267 | $5,262-75.9% | $4,736-73.2% | $4,763-73.4% |
| Participant deferral / active EE | $2,205 | $7,110-69.0% | $6,710-67.1% | $5,851-62.3% |
| Admin fee / account holder | $1,443 | $12,123-88.1% | $10,263-85.9% | $11,598-87.6% |