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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 | $24,474 | $69,383-64.7% | $101,271-75.8% | $73,493-66.7% |
| Participation rate | 12.5% | 68.4%-55.9pp | 75.8%-63.3pp | 70.7%-58.2pp |
| Annual return | 15.62% | 18.46%-2.8pp | 46.48%-30.9pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $815 | $3,301-75.3% | $4,371-81.4% | $3,740-78.2% |
| Admin fee / account holder | $1,049 | $704+49.1% | $5,948-82.4% | $513+104.5% |