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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 | $34,208 | $110,137-68.9% | $161,149-78.8% | $82,637-58.6% |
| Participation rate | 28.2% | 72.4%-44.2pp | 78.8%-50.7pp | 68.1%-39.9pp |
| Annual return | 18.39% | 20.69%-2.3pp | 21.16%-2.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,094 | $2,856-61.7% | $4,360-74.9% | $2,552-57.1% |
| Participant deferral / active EE | $1,625 | $4,575-64.5% | $6,153-73.6% | $4,126-60.6% |
| Admin fee / account holder | $2,528 | $9,467-73.3% | $15,194-83.4% | $7,339-65.6% |