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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 | $54,965 | $64,890-15.3% | $134,172-59.0% | $67,986-19.2% |
| Participation rate | 7.6% | 48.5%-41.0pp | 72.5%-64.9pp | 57.2%-49.6pp |
| Annual return | 20.83% | 16.12%+4.7pp | 25.30%-4.5pp | 31.67%-10.8pp |
| Employer contribution / active EE | $323 | $1,360-76.2% | $3,420-90.6% | $2,019-84.0% |
| Participant deferral / active EE | $686 | $2,289-70.0% | $4,690-85.4% | $3,358-79.6% |
| Admin fee / account holder | $348 | $3,140-88.9% | $12,016-97.1% | $3,203-89.1% |