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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 | $120,735 | $212,386-43.2% | $199,883-39.6% | $138,895-13.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 15.21% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,064 | $6,625-68.8% | $6,261-67.0% | $4,194-50.8% |
| Participant deferral / active EE | $2,727 | $9,617-71.6% | $9,138-70.2% | $6,396-57.4% |
| Admin fee / account holder | $1,987 | $18,233-89.1% | $17,268-88.5% | $12,562-84.2% |