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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 | $34,275 | $54,541-37.2% | $78,778-56.5% | $70,126-51.1% |
| Participation rate | 13.6% | 60.8%-47.2pp | 69.2%-55.6pp | 69.5%-55.9pp |
| Annual return | 17.07% | 21.07%-4.0pp | 35.62%-18.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $329 | $2,210-85.1% | $2,958-88.9% | $3,332-90.1% |
| Admin fee / account holder | $1,078 | $3,709-70.9% | $5,134-79.0% | $4,645-76.8% |