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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 | $105,085 | $65,395+60.7% | $182,540-42.4% | $72,975+44.0% |
| Participation rate | 35.7% | 65.4%-29.7pp | 78.0%-42.3pp | 69.5%-33.8pp |
| Annual return | 19.62% | 27.68%-8.1pp | 148.58%-129.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $564 | $1,911-70.5% | $4,076-86.2% | $2,440-76.9% |
| Participant deferral / active EE | $714 | $3,563-80.0% | $5,525-87.1% | $3,608-80.2% |
| Admin fee / account holder | $1,191 | $4,245-71.9% | $8,593-86.1% | $5,124-76.8% |