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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 | $49,861 | $104,098-52.1% | $140,514-64.5% | $94,015-47.0% |
| Participation rate | 24.4% | 73.7%-49.3pp | 77.8%-53.4pp | 70.8%-46.4pp |
| Annual return | 16.61% | 15.14%+1.5pp | 14.36%+2.3pp | 17.84%-1.2pp |
| Employer contribution / active EE | $619 | $2,388-74.1% | $3,378-81.7% | $2,790-77.8% |
| Participant deferral / active EE | $1,096 | $4,033-72.8% | $4,919-77.7% | $4,249-74.2% |
| Admin fee / account holder | $2,457 | $10,439-76.5% | $13,697-82.1% | $8,951-72.5% |