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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 | $44,134 | $73,019-39.6% | $90,766-51.4% | $68,490-35.6% |
| Participation rate | 37.2% | 70.8%-33.6pp | 75.7%-38.5pp | 67.9%-30.7pp |
| Annual return | -14.67% | -13.81%-0.9pp | -12.16%-2.5pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,169 | $3,626-67.8% | $4,565-74.4% | $4,028-71.0% |
| Admin fee / account holder | $6,327 | $5,897+7.3% | $8,446-25.1% | $5,403+17.1% |