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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 | $32,388 | $87,132-62.8% | $105,624-69.3% | $80,959-60.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 10.88% | 17.03%-6.2pp | 116.20%-105.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $693 | $2,397-71.1% | $3,168-78.1% | $2,757-74.9% |
| Participant deferral / active EE | $1,232 | $3,985-69.1% | $5,013-75.4% | $4,300-71.4% |
| Admin fee / account holder | $1,018 | $8,449-88.0% | $10,961-90.7% | $6,925-85.3% |