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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 | $58,945 | $78,520-24.9% | $96,576-39.0% | $82,448-28.5% |
| Participation rate | 36.4% | 77.7%-41.4pp | 81.4%-45.1pp | 68.1%-31.7pp |
| Annual return | 24.09% | 41.30%-17.2pp | 38.47%-14.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $973 | $2,630-63.0% | $3,553-72.6% | $2,551-61.9% |
| Participant deferral / active EE | $2,287 | $6,754-66.1% | $7,956-71.3% | $4,139-44.8% |
| Admin fee / account holder | $691 | $13,455-94.9% | $11,381-93.9% | $7,234-90.4% |