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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 | $5,573 | $27,826-80.0% | $65,583-91.5% | $71,529-92.2% |
| Participation rate | 10.4% | 57.6%-47.2pp | 65.0%-54.6pp | 67.9%-57.6pp |
| Annual return | 26.75% | 41.56%-14.8pp | 47.46%-20.7pp | 28.97%-2.2pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,692-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $437 | $1,861-76.5% | $2,833-84.6% | $4,291-89.8% |
| Admin fee / account holder | $354 | $3,850-90.8% | $4,112-91.4% | $1,588-77.7% |