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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 | $55,443 | $201,372-72.5% | $184,260-69.9% | $145,884-62.0% |
| Participation rate | 58.8% | 87.5%-28.7pp | 86.8%-28.0pp | 80.3%-21.5pp |
| Annual return | 23.76% | 29.04%-5.3pp | 28.84%-5.1pp | 551.85%-528.1pp |
| Employer contribution / active EE | $1,664 | $7,024-76.3% | $6,427-74.1% | $4,662-64.3% |
| Participant deferral / active EE | $2,240 | $9,808-77.2% | $9,133-75.5% | $6,690-66.5% |
| Admin fee / account holder | $6,358 | $16,362-61.1% | $13,898-54.3% | $13,392-52.5% |