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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 | $37,305 | $89,367-58.3% | $141,191-73.6% | $72,975-48.9% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 23.83% | 111.87%-88.0pp | 71.41%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,196 | $3,115-61.6% | $4,736-74.8% | $2,440-51.0% |
| Participant deferral / active EE | $1,491 | $5,419-72.5% | $6,710-77.8% | $3,608-58.7% |
| Admin fee / account holder | $1,264 | $5,957-78.8% | $10,264-87.7% | $5,124-75.3% |