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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 | $40,559 | $78,423-48.3% | $95,964-57.7% | $79,856-49.2% |
| Participation rate | 27.6% | 73.5%-45.9pp | 77.1%-49.5pp | 69.6%-42.1pp |
| Annual return | 17.74% | 19.37%-1.6pp | 91.64%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $581 | $3,440-83.1% | $4,167-86.1% | $3,741-84.5% |
| Admin fee / account holder | $1,070 | $5,622-81.0% | $6,797-84.3% | $5,306-79.8% |