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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 | $61,279 | $87,132-29.7% | $105,624-42.0% | $80,959-24.3% |
| Participation rate | 35.2% | 70.4%-35.2pp | 75.3%-40.1pp | 67.7%-32.5pp |
| Annual return | 11.51% | 17.03%-5.5pp | 116.20%-104.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $930 | $2,397-61.2% | $3,168-70.7% | $2,757-66.3% |
| Participant deferral / active EE | $1,236 | $3,985-69.0% | $5,013-75.3% | $4,300-71.3% |
| Admin fee / account holder | $5,021 | $8,449-40.6% | $10,961-54.2% | $6,925-27.5% |