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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 | $247,821 | $157,296+57.6% | $141,191+75.5% | $152,897+62.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 27.60% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,286 | $5,262-75.6% | $4,736-72.8% | $4,764-73.0% |
| Participant deferral / active EE | $2,158 | $7,111-69.6% | $6,710-67.8% | $5,851-63.1% |
| Admin fee / account holder | $986 | $12,125-91.9% | $10,264-90.4% | $11,599-91.5% |