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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 | $30,131 | $77,816-61.3% | $123,552-75.6% | $64,173-53.0% |
| Participation rate | 41.3% | 74.7%-33.5pp | 82.3%-41.0pp | 69.6%-28.3pp |
| Annual return | -4.36% | 12.49%-16.8pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $560 | $3,014-81.4% | $4,628-87.9% | $2,381-76.5% |
| Participant deferral / active EE | $1,239 | $5,240-76.4% | $6,426-80.7% | $3,470-64.3% |
| Admin fee / account holder | $659 | $5,519-88.1% | $9,285-92.9% | $4,887-86.5% |