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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 | $44,478 | $65,364-32.0% | $92,909-52.1% | $72,975-39.1% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.0%-32.3pp | 69.5%-25.7pp |
| Annual return | 19.12% | 42.11%-23.0pp | 109.44%-90.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $886 | $2,594-65.8% | $3,653-75.7% | $2,440-63.7% |
| Participant deferral / active EE | $1,210 | $3,128-61.3% | $4,238-71.5% | $3,608-66.5% |
| Admin fee / account holder | $2,302 | $4,251-45.9% | $5,795-60.3% | $5,124-55.1% |