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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 | $19,825 | $52,911-62.5% | $73,309-73.0% | $59,633-66.8% |
| Participation rate | 53.3% | 68.2%-14.9pp | 74.9%-21.6pp | 68.7%-15.3pp |
| Annual return | -2.45% | 12.20%-14.7pp | 5.67%-8.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $731 | $1,909-61.7% | $3,237-77.4% | $2,203-66.8% |
| Participant deferral / active EE | $1,069 | $4,069-73.7% | $4,991-78.6% | $3,192-66.5% |
| Admin fee / account holder | $2,217 | $3,835-42.2% | $5,635-60.7% | $4,297-48.4% |