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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 | $50,601 | $129,737-61.0% | $119,126-57.5% | $154,746-67.3% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 17.92% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,216 | $4,375-72.2% | $4,034-69.9% | $4,379-72.2% |
| Participant deferral / active EE | $1,479 | $5,842-74.7% | $5,318-72.2% | $6,730-78.0% |
| Admin fee / account holder | $2,313 | $11,961-80.7% | $10,693-78.4% | $14,365-83.9% |