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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 | $28,433 | $45,343-37.3% | $150,298-81.1% | $67,986-58.2% |
| Participation rate | 11.4% | 51.9%-40.5pp | 77.8%-66.4pp | 57.2%-45.8pp |
| Annual return | 21.20% | 33.28%-12.1pp | 62.79%-41.6pp | 31.67%-10.5pp |
| Employer contribution / active EE | $207 | $1,462-85.8% | $4,154-95.0% | $2,019-89.7% |
| Participant deferral / active EE | $531 | $2,055-74.2% | $5,453-90.3% | $3,358-84.2% |
| Admin fee / account holder | $1,287 | $2,250-42.8% | $14,116-90.9% | $3,203-59.8% |