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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 | $77,026 | $97,027-20.6% | $83,323-7.6% | $135,382-43.1% |
| Participation rate | 35.7% | 80.4%-44.7pp | 77.8%-42.0pp | 82.6%-46.9pp |
| Annual return | -0.07% | 12.31%-12.4pp | 10.63%-10.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,366 | $5,964-77.1% | $5,565-75.5% | $5,609-75.6% |
| Admin fee / account holder | $12,544 | $8,427+48.9% | $7,539+66.4% | $10,829+15.8% |