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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 | $20,941 | $56,339-62.8% | $104,299-79.9% | $68,490-69.4% |
| Participation rate | 37.5% | 63.3%-25.8pp | 73.3%-35.8pp | 67.9%-30.4pp |
| Annual return | -16.23% | -9.19%-7.0pp | 24.62%-40.8pp | -7.85%-8.4pp |
| Employer contribution / active EE | $709 | $1,960-63.8% | $3,373-79.0% | $2,597-72.7% |
| Participant deferral / active EE | $1,065 | $3,077-65.4% | $4,626-77.0% | $4,028-73.6% |
| Admin fee / account holder | $1,575 | $4,902-67.9% | $7,339-78.5% | $5,403-70.8% |