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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 | $32,290 | $80,753-60.0% | $136,298-76.3% | $62,293-48.2% |
| Participation rate | 34.3% | 73.5%-39.3pp | 81.9%-47.7pp | 69.5%-35.3pp |
| Annual return | 15.54% | 35.83%-20.3pp | 5156.27%-5140.7pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,978 | $2,884-31.4% | $4,696-57.9% | $2,042-3.2% |
| Participant deferral / active EE | $588 | $5,164-88.6% | $6,247-90.6% | $3,169-81.4% |
| Admin fee / account holder | $919 | $525+74.9% | $9,244-90.1% | $479+91.7% |