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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 | $28,188 | $63,949-55.9% | $129,031-78.2% | $94,015-70.0% |
| Participation rate | 20.0% | 63.4%-43.4pp | 73.4%-53.4pp | 70.8%-50.8pp |
| Annual return | 14.98% | 17.56%-2.6pp | 34.67%-19.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $662 | $3,686-82.0% | $5,217-87.3% | $4,249-84.4% |
| Admin fee / account holder | $1,930 | $5,523-65.1% | $13,208-85.4% | $8,951-78.4% |