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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 | $32,517 | $87,059-62.6% | $105,608-69.2% | $80,925-59.8% |
| Participation rate | 33.8% | 70.4%-36.7pp | 75.3%-41.5pp | 67.7%-33.9pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.50%-105.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $919 | $2,396-61.7% | $3,167-71.0% | $2,756-66.7% |
| Participant deferral / active EE | $1,520 | $3,986-61.9% | $5,010-69.7% | $4,299-64.6% |
| Admin fee / account holder | $1,749 | $8,443-79.3% | $11,028-84.1% | $6,940-74.8% |