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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 | $66,683 | $81,208-17.9% | $98,920-32.6% | $79,856-16.5% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 16.31% | 60.99%-44.7pp | 196.47%-180.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $877 | $1,960-55.3% | $2,689-67.4% | $2,471-64.5% |
| Participant deferral / active EE | $1,271 | $3,265-61.1% | $4,245-70.1% | $3,741-66.0% |
| Admin fee / account holder | $7,371 | $6,013+22.6% | $6,643+11.0% | $5,306+38.9% |