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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 | $90,804 | $89,367+1.6% | $141,191-35.7% | $72,975+24.4% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 33.53% | 111.87%-78.3pp | 71.41%-37.9pp | 81.01%-47.5pp |
| Employer contribution / active EE | $928 | $3,115-70.2% | $4,736-80.4% | $2,440-62.0% |
| Participant deferral / active EE | $2,244 | $5,419-58.6% | $6,710-66.6% | $3,608-37.8% |
| Admin fee / account holder | $8,258 | $5,957+38.6% | $10,264-19.5% | $5,124+61.2% |