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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 | $43,412 | $76,407-43.2% | $150,298-71.1% | $82,448-47.3% |
| Participation rate | 16.7% | 66.4%-49.7pp | 77.8%-61.1pp | 68.1%-51.4pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $338 | $2,614-87.1% | $4,154-91.9% | $2,551-86.7% |
| Participant deferral / active EE | $338 | $3,214-89.5% | $5,453-93.8% | $4,139-91.8% |
| Admin fee / account holder | $1,018 | $6,352-84.0% | $14,116-92.8% | $7,234-85.9% |