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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 | $21,537 | $55,713-61.3% | $75,901-71.6% | $72,975-70.5% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.3%-33.6pp | 69.5%-33.8pp |
| Annual return | 21.39% | 27.60%-6.2pp | 30.76%-9.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $418 | $1,687-75.2% | $2,501-83.3% | $2,440-82.9% |
| Participant deferral / active EE | $518 | $2,634-80.3% | $3,603-85.6% | $3,608-85.7% |
| Admin fee / account holder | $801 | $3,980-79.9% | $5,420-85.2% | $5,124-84.4% |