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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 | $29,204 | $117,895-75.2% | $102,460-71.5% | $145,897-80.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 12.33% | 31.92%-19.6pp | 29.47%-17.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $940 | $3,619-74.0% | $3,025-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $1,196 | $5,736-79.1% | $5,056-76.3% | $6,689-82.1% |
| Admin fee / account holder | $1,171 | $13,353-91.2% | $9,460-87.6% | $13,390-91.3% |