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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 | $38,664 | $90,486-57.3% | $78,676-50.9% | $273,972-85.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $260 | $3,175-91.8% | $2,850-90.9% | $4,869-94.7% |
| Participant deferral / active EE | $487 | $3,901-87.5% | $3,517-86.1% | $5,287-90.8% |
| Admin fee / account holder | $1,029 | $5,263-80.4% | $4,510-77.2% | $10,133-89.8% |