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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 | $5,933 | $36,140-83.6% | $73,658-91.9% | $64,340-90.8% |
| Participation rate | 10.3% | 31.0%-20.8pp | 57.0%-46.8pp | 55.2%-45.0pp |
| Annual return | 21.05% | 21.48%-0.4pp | 29.72%-8.7pp | 24.14%-3.1pp |
| Employer contribution / active EE | $111 | $443-75.0% | $1,032-89.3% | $1,862-94.1% |
| Participant deferral / active EE | $153 | $1,023-85.0% | $2,062-92.6% | $2,980-94.9% |
| Admin fee / account holder | $927 | $2,513-63.1% | $3,357-72.4% | $3,703-75.0% |