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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 | $41,474 | $54,541-24.0% | $78,778-47.4% | $70,126-40.9% |
| Participation rate | 24.3% | 60.8%-36.5pp | 69.2%-44.9pp | 69.5%-45.3pp |
| Annual return | 12.65% | 21.07%-8.4pp | 35.62%-23.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $803 | $2,210-63.7% | $2,958-72.9% | $3,332-75.9% |
| Admin fee / account holder | $349 | $3,709-90.6% | $5,134-93.2% | $4,645-92.5% |