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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 | $60,416 | $93,598-35.5% | $135,974-55.6% | $75,173-19.6% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 17.44% | 30.89%-13.4pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,096 | $3,538-69.0% | $4,859-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $2,246 | $6,405-64.9% | $7,760-71.1% | $4,126-45.6% |
| Admin fee / account holder | $3,969 | $6,978-43.1% | $10,767-63.1% | $5,651-29.8% |