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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 | $47,396 | $181,062-73.8% | $158,223-70.0% | $155,188-69.5% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 17.41% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,956 | $4,565-57.2% | $4,109-52.4% | $4,248-54.0% |
| Participant deferral / active EE | $1,328 | $6,134-78.4% | $5,467-75.7% | $6,531-79.7% |
| Admin fee / account holder | $416 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |