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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 | $235,078 | $106,524+120.7% | $152,301+54.4% | $87,485+168.7% |
| Participation rate | 22.5% | 75.8%-53.3pp | 82.4%-59.9pp | 68.9%-46.4pp |
| Annual return | 14.81% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,106 | $3,371-67.2% | $4,624-76.1% | $2,596-57.4% |
| Participant deferral / active EE | $1,291 | $6,525-80.2% | $8,004-83.9% | $4,274-69.8% |
| Admin fee / account holder | $2,983 | $8,287-64.0% | $14,398-79.3% | $7,775-61.6% |