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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 | $18,777 | $49,239-61.9% | $70,462-73.4% | $79,858-76.5% |
| Participation rate | 35.9% | 69.2%-33.2pp | 75.1%-39.1pp | 69.6%-33.7pp |
| Annual return | 16.26% | 30.08%-13.8pp | 109.08%-92.8pp | 31.72%-15.5pp |
| Employer contribution / active EE | $1,741 | $2,100-17.1% | $2,737-36.4% | $2,471-29.6% |
| Participant deferral / active EE | $731 | $2,769-73.6% | $3,710-80.3% | $3,740-80.5% |
| Admin fee / account holder | $1,218 | $2,876-57.6% | $3,845-68.3% | $5,306-77.0% |