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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 | $46,183 | $73,787-37.4% | $98,716-53.2% | $82,448-44.0% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.3%-39.7pp | 68.1%-38.5pp |
| Annual return | 16.86% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $959 | $3,081-68.9% | $4,048-76.3% | $4,139-76.8% |
| Admin fee / account holder | $1,378 | $6,500-78.8% | $8,703-84.2% | $7,234-80.9% |