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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 | $32,613 | $71,208-54.2% | $93,681-65.2% | $80,911-59.7% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-20.9pp | 67.6%-19.8pp |
| Annual return | 15.48% | 11.27%+4.2pp | 133.47%-118.0pp | 35.63%-20.1pp |
| Employer contribution / active EE | $805 | $1,564-48.5% | $2,422-66.8% | $2,756-70.8% |
| Participant deferral / active EE | $1,147 | $4,035-71.6% | $4,415-74.0% | $4,297-73.3% |
| Admin fee / account holder | $3,516 | $6,951-49.4% | $8,290-57.6% | $6,935-49.3% |