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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 | $35,431 | $66,402-46.6% | $109,907-67.8% | $85,847-58.7% |
| Participation rate | 30.5% | 63.9%-33.4pp | 74.2%-43.7pp | 69.3%-38.8pp |
| Annual return | 13.19% | 19.59%-6.4pp | 29.46%-16.3pp | 318.61%-305.4pp |
| Employer contribution / active EE | $790 | $1,687-53.2% | $2,844-72.2% | $2,565-69.2% |
| Participant deferral / active EE | $934 | $2,842-67.2% | $4,047-76.9% | $3,952-76.4% |
| Admin fee / account holder | $3,390 | $4,557-25.6% | $6,069-44.1% | $6,261-45.9% |