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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 | $150,420 | $115,931+29.7% | $185,441-18.9% | $86,983+72.9% |
| Participation rate | 56.0% | 73.6%-17.6pp | 80.3%-24.3pp | 69.5%-13.5pp |
| Annual return | 14.57% | 21.47%-6.9pp | 20.16%-5.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,110 | $2,937-62.2% | $4,672-76.2% | $2,584-57.0% |
| Participant deferral / active EE | $1,499 | $4,551-67.1% | $6,152-75.6% | $4,194-64.3% |
| Admin fee / account holder | $1,979 | $10,687-81.5% | $17,890-88.9% | $7,856-74.8% |