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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 | $31,737 | $154,228-79.4% | $145,433-78.2% | $137,256-76.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 16.82% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,113 | $4,804-76.8% | $4,554-75.6% | $4,156-73.2% |
| Participant deferral / active EE | $2,262 | $8,216-72.5% | $7,897-71.4% | $6,407-64.7% |
| Admin fee / account holder | $531 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |