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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 | $75,577 | $62,672+20.6% | $185,117-59.2% | $70,126+7.8% |
| Participation rate | 26.7% | 63.8%-37.1pp | 77.3%-50.6pp | 69.5%-42.9pp |
| Annual return | 14.28% | 40.79%-26.5pp | 40.50%-26.2pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $931 | $3,272-71.5% | $5,045-81.6% | $3,332-72.1% |
| Admin fee / account holder | $1,805 | $3,932-54.1% | $8,159-77.9% | $4,645-61.1% |