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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 | $45,777 | $77,472-40.9% | $100,392-54.4% | $80,935-43.4% |
| Participation rate | 40.0% | 76.9%-36.9pp | 81.5%-41.5pp | 67.7%-27.7pp |
| Annual return | 21.37% | 37.26%-15.9pp | 49.45%-28.1pp | 35.66%-14.3pp |
| Employer contribution / active EE | $1,015 | $2,800-63.7% | $3,941-74.2% | $2,757-63.2% |
| Participant deferral / active EE | $2,119 | $6,818-68.9% | $8,090-73.8% | $4,299-50.7% |
| Admin fee / account holder | $2,094 | $5,885-64.4% | $7,904-73.5% | $6,924-69.8% |