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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 | $65,697 | $72,486-9.4% | $87,103-24.6% | $72,976-10.0% |
| Participation rate | 41.4% | 72.8%-31.4pp | 76.9%-35.5pp | 69.5%-28.1pp |
| Annual return | 19.32% | 24.46%-5.1pp | 28.19%-8.9pp | 81.02%-61.7pp |
| Employer contribution / active EE | $918 | $1,894-51.5% | $2,521-63.6% | $2,440-62.4% |
| Participant deferral / active EE | $1,165 | $3,270-64.4% | $4,049-71.2% | $3,608-67.7% |
| Admin fee / account holder | $420 | $5,055-91.7% | $7,491-94.4% | $5,124-91.8% |