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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 | $41,906 | $100,970-58.5% | $96,576-56.6% | $137,256-69.5% |
| Participation rate | 41.2% | 82.6%-41.4pp | 81.4%-40.3pp | 80.0%-38.8pp |
| Annual return | 49.57% | 38.16%+11.4pp | 38.47%+11.1pp | 220.34%-170.8pp |
| Employer contribution / active EE | $1,131 | $3,809-70.3% | $3,553-68.2% | $4,156-72.8% |
| Participant deferral / active EE | $1,793 | $8,286-78.4% | $7,956-77.5% | $6,407-72.0% |
| Admin fee / account holder | $2,756 | $11,312-75.6% | $11,381-75.8% | $12,270-77.5% |