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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 | $45,107 | $129,737-65.2% | $119,126-62.1% | $154,746-70.9% |
| Participation rate | 31.6% | 78.9%-47.3pp | 75.8%-44.2pp | 80.7%-49.1pp |
| Annual return | 17.51% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,331 | $4,375-69.6% | $4,034-67.0% | $4,379-69.6% |
| Participant deferral / active EE | $1,450 | $5,842-75.2% | $5,318-72.7% | $6,730-78.4% |
| Admin fee / account holder | $342 | $11,961-97.1% | $10,693-96.8% | $14,365-97.6% |