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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 | $97,820 | $88,186+10.9% | $165,071-40.7% | $74,459+31.4% |
| Participation rate | 50.9% | 73.1%-22.2pp | 78.6%-27.7pp | 67.2%-16.3pp |
| Annual return | 12.56% | 17.13%-4.6pp | 70.17%-57.6pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $852 | $2,600-67.2% | $4,347-80.4% | $2,626-67.6% |
| Participant deferral / active EE | $1,538 | $4,505-65.8% | $6,035-74.5% | $4,350-64.6% |
| Admin fee / account holder | $5,879 | $2,234+163.2% | $12,695-53.7% | $1,945+202.3% |