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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 | $18,581 | $65,364-71.6% | $92,909-80.0% | $72,975-74.5% |
| Participation rate | 22.1% | 68.3%-46.2pp | 76.0%-53.9pp | 69.5%-47.4pp |
| Annual return | 25.35% | 42.11%-16.8pp | 109.44%-84.1pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,350 | $2,594-48.0% | $3,653-63.0% | $2,440-44.7% |
| Participant deferral / active EE | $1,049 | $3,128-66.5% | $4,238-75.2% | $3,608-70.9% |
| Admin fee / account holder | $839 | $4,251-80.3% | $5,795-85.5% | $5,124-83.6% |