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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 | $23,115 | $89,364-74.1% | $141,177-83.6% | $72,983-68.3% |
| Participation rate | 43.8% | 75.1%-31.4pp | 82.5%-38.7pp | 69.5%-25.7pp |
| Annual return | 23.68% | 111.86%-88.2pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,951 | $3,115-37.3% | $4,736-58.8% | $2,440-20.0% |
| Participant deferral / active EE | $2,054 | $5,419-62.1% | $6,710-69.4% | $3,608-43.1% |
| Admin fee / account holder | $427 | $5,959-92.8% | $10,263-95.8% | $5,124-91.7% |