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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 | $104,533 | $86,949+20.2% | $102,460+2.0% | $80,959+29.1% |
| Participation rate | 39.0% | 72.4%-33.4pp | 76.5%-37.5pp | 67.7%-28.6pp |
| Annual return | 15.47% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $772 | $2,370-67.4% | $3,025-74.5% | $2,757-72.0% |
| Participant deferral / active EE | $1,672 | $4,121-59.4% | $5,056-66.9% | $4,300-61.1% |
| Admin fee / account holder | $1,932 | $8,048-76.0% | $9,460-79.6% | $6,925-72.1% |