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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 | $42,455 | $80,983-47.6% | $96,544-56.0% | $75,177-43.5% |
| Participation rate | 34.1% | 71.8%-37.6pp | 76.0%-41.8pp | 67.2%-33.1pp |
| Annual return | 17.01% | 27.05%-10.0pp | 25.88%-8.9pp | 160.75%-143.7pp |
| Employer contribution / active EE | $825 | $2,282-63.8% | $2,966-72.2% | $2,671-69.1% |
| Participant deferral / active EE | $1,401 | $3,929-64.3% | $4,851-71.1% | $4,126-66.0% |
| Admin fee / account holder | $729 | $6,717-89.1% | $8,254-91.2% | $5,651-87.1% |