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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 | $28,375 | $46,688-39.2% | $189,758-85.0% | $69,733-59.3% |
| Participation rate | 45.7% | 61.7%-16.0pp | 79.8%-34.1pp | 62.5%-16.8pp |
| Annual return | 12.41% | 14.35%-1.9pp | 52.62%-40.2pp | 15.22%-2.8pp |
| Employer contribution / active EE | $627 | $1,695-63.0% | $4,767-86.8% | $2,250-72.1% |
| Participant deferral / active EE | $815 | $2,143-61.9% | $5,856-86.1% | $3,054-73.3% |
| Admin fee / account holder | $479 | $1,700-71.8% | $20,388-97.7% | $3,102-84.6% |