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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 | $48,135 | $72,404-33.5% | $110,243-56.3% | $64,173-25.0% |
| Participation rate | 51.2% | 73.3%-22.1pp | 79.8%-28.6pp | 69.6%-18.3pp |
| Annual return | -7.62% | -6.29%-1.3pp | 314.76%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $543 | $2,282-76.2% | $3,827-85.8% | $2,381-77.2% |
| Participant deferral / active EE | $1,062 | $3,469-69.4% | $4,672-77.3% | $3,470-69.4% |
| Admin fee / account holder | $1,440 | $5,664-74.6% | $8,548-83.2% | $4,887-70.5% |